-8.8%
CHD vs PLTU
+133.3%
-142.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.2% |
| 7D | -4.5% | -8.1% | +3.7% | -4.6% |
| 30D | -6.7% | -7.0% | +0.3% | -6.8% |
| 3M | -2.7% | +40.0% | -42.7% | -2.0% |
| 6M | -4.9% | -6.0% | +1.0% | -4.7% |
| YTD | +13.3% | -37.1% | +50.4% | +13.1% |
| 1Y | +1.0% | -33.1% | +34.1% | +1.1% |
| All | -8.8% | +133.3% | -142.2% | -7.3% |
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