+47.2%
CAPR vs PLTU
-47.9%
+95.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.5% | +12.7% | +8.7% |
| 7D | +43.2% | -24.5% | +67.7% | +47.1% |
| 30D | +14.7% | -20.2% | +34.8% | +16.7% |
| 3M | +113.9% | +3.1% | +110.8% | +106.7% |
| 6M | -73.4% | +8.7% | -82.1% | -75.6% |
| YTD | -69.1% | -36.2% | -32.8% | -58.8% |
| 1Y | +47.2% | -47.1% | +94.3% | +80.3% |
| All | +47.2% | -47.9% | +95.1% | +80.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling