+138.8%
B vs PLTU
+103.5%
+35.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.1% | -6.5% | +0.1% |
| 7D | +9.6% | -25.3% | +34.9% | +11.5% |
| 30D | +3.5% | -34.5% | +38.0% | +6.1% |
| 3M | -1.6% | -3.4% | +1.8% | -2.1% |
| 6M | -1.7% | +12.4% | -14.1% | -4.7% |
| YTD | -5.3% | -45.1% | +39.8% | -5.3% |
| 1Y | +27.2% | -45.7% | +72.9% | +26.8% |
| All | +138.8% | +103.5% | +35.3% | +114.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling