-34.0%
CAPR vs PLTU
+154.0%
-188.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.0% | +10.3% | +2.4% |
| 7D | -2.0% | -13.6% | +11.6% | -0.6% |
| 30D | +139.2% | +16.7% | +122.5% | +130.2% |
| 3M | -66.4% | +29.6% | -95.9% | -70.2% |
| 6M | -63.1% | -0.1% | -63.0% | -66.3% |
| YTD | -67.4% | -31.5% | -35.9% | -68.3% |
| 1Y | +58.2% | -19.7% | +78.0% | +48.7% |
| All | -34.0% | +154.0% | -188.0% | -51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling