-28.1%
CAPR vs PLTU
+131.7%
-159.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.1% | -7.6% | -8.6% |
| 7D | +19.1% | +21.9% | -2.8% | +16.4% |
| 30D | +48.8% | -35.3% | +84.1% | +55.9% |
| 3M | +144.4% | -7.7% | +152.1% | +141.4% |
| 6M | -67.5% | +24.2% | -91.8% | -71.8% |
| YTD | -64.5% | -37.5% | -27.0% | -65.4% |
| 1Y | +74.4% | -43.6% | +118.0% | +71.3% |
| All | -28.1% | +131.7% | -159.8% | -47.1% |
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