-15.6%
CG vs PLTU
+140.2%
-155.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.9% |
| 7D | -6.4% | -0.8% | -5.7% | -6.5% |
| 30D | -7.1% | -8.8% | +1.7% | -6.4% |
| 3M | -1.6% | +41.7% | -43.2% | -8.1% |
| 6M | -8.3% | -9.3% | +0.9% | -11.1% |
| YTD | -23.8% | -35.2% | +11.4% | -23.8% |
| 1Y | -28.7% | -29.5% | +0.7% | -31.4% |
| All | -15.6% | +140.2% | -155.8% | -38.1% |
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