-33.1%
CAPR vs PLTU
+121.9%
-155.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.2% | -2.7% | -6.4% |
| 7D | +5.9% | +9.0% | -3.2% | +5.0% |
| 30D | +44.6% | -33.0% | +77.6% | +50.8% |
| 3M | +126.4% | -19.0% | +145.3% | +127.9% |
| 6M | -68.6% | +30.4% | -99.0% | -73.2% |
| YTD | -67.0% | -40.2% | -26.8% | -67.6% |
| 1Y | +65.2% | -37.8% | +103.0% | +60.3% |
| All | -33.1% | +121.9% | -155.0% | -50.4% |
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