-2.6%
CI vs PLTU
+142.1%
-144.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.8% | -1.9% |
| 7D | -2.0% | -11.6% | +9.6% | -2.2% |
| 30D | -1.8% | -4.6% | +2.8% | -1.8% |
| 3M | -4.2% | +33.7% | -38.0% | -3.2% |
| 6M | +2.7% | -9.4% | +12.1% | +3.5% |
| YTD | +1.9% | -34.7% | +36.6% | +2.3% |
| 1Y | -6.3% | -23.2% | +17.0% | -5.4% |
| All | -2.6% | +142.1% | -144.8% | +0.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling