+35.1%
CHD vs PLTU
-44.3%
+79.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.4% |
| 7D | +3.6% | +9.0% | -5.4% | +3.8% |
| 30D | +10.4% | -33.0% | +43.4% | +10.0% |
| 3M | +12.2% | -19.0% | +31.2% | +11.9% |
| 6M | +19.9% | +30.4% | -10.5% | +20.2% |
| YTD | +36.4% | -40.2% | +76.6% | +34.3% |
| 1Y | +35.1% | -37.8% | +72.9% | +33.1% |
| All | +35.1% | -44.3% | +79.4% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling