+4.3%
CI vs PLTU
+126.1%
-121.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +11.1% | -10.4% | +0.9% |
| 7D | +0.1% | -11.7% | +11.9% | 0.0% |
| 30D | +4.7% | -36.9% | +41.6% | +4.0% |
| 3M | +5.2% | -10.9% | +16.2% | +5.2% |
| 6M | +3.8% | +18.0% | -14.2% | +4.8% |
| YTD | +9.2% | -39.0% | +48.3% | +9.6% |
| 1Y | +14.3% | -41.5% | +55.8% | +14.7% |
| All | +4.3% | +126.1% | -121.8% | +7.5% |
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