+104.1%
CAH vs PLTU
+133.3%
-29.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.6% |
| 7D | -5.1% | -8.1% | +3.0% | -5.0% |
| 30D | +0.2% | -7.0% | +7.2% | +0.2% |
| 3M | +6.3% | +40.0% | -33.7% | +5.7% |
| 6M | +9.4% | -6.0% | +15.4% | +9.2% |
| YTD | +15.0% | -37.1% | +52.0% | +15.5% |
| 1Y | +55.4% | -33.1% | +88.6% | +55.3% |
| All | +104.1% | +133.3% | -29.3% | +93.0% |
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