+38.8%
CART vs PLTU
+90.0%
-51.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -19.6% | +17.2% | -0.9% |
| 7D | +1.2% | -39.1% | +40.3% | +4.8% |
| 30D | +27.1% | -37.6% | +64.7% | +31.2% |
| 3M | +27.4% | -12.7% | +40.1% | +27.6% |
| 6M | +32.1% | +1.7% | +30.4% | +28.7% |
| YTD | +28.5% | -48.8% | +77.2% | +30.5% |
| 1Y | +58.8% | -56.2% | +115.0% | +62.4% |
| All | +38.8% | +90.0% | -51.3% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling