+159.7%
B vs PLTU
+142.1%
+17.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.7% | +3.2% | -1.1% |
| 7D | +2.3% | -11.6% | +13.9% | +3.0% |
| 30D | +1.4% | -4.6% | +6.0% | +1.4% |
| 3M | +12.2% | +33.7% | -21.5% | +8.3% |
| 6M | -2.1% | -9.4% | +7.3% | -3.9% |
| YTD | +2.9% | -34.7% | +37.7% | +2.2% |
| 1Y | +55.3% | -23.2% | +78.5% | +52.2% |
| All | +159.7% | +142.1% | +17.5% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling