+16.4%
CNH vs PLTU
+142.1%
-125.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.7% | -0.9% | -5.4% |
| 7D | +8.8% | -11.6% | +20.4% | +9.0% |
| 30D | +24.7% | -4.6% | +29.3% | +24.5% |
| 3M | +27.3% | +33.7% | -6.4% | +25.2% |
| 6M | +23.2% | -9.4% | +32.5% | +22.1% |
| YTD | +48.9% | -34.7% | +83.6% | +49.5% |
| 1Y | +19.4% | -23.2% | +42.6% | +17.4% |
| All | +16.4% | +142.1% | -125.8% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling