-7.6%
COST vs PLTU
+142.1%
-149.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.5% |
| 7D | -3.2% | -11.6% | +8.4% | -2.9% |
| 30D | -4.0% | -4.6% | +0.6% | -4.0% |
| 3M | -6.5% | +33.7% | -40.2% | -7.6% |
| 6M | -8.5% | -9.4% | +0.9% | -9.0% |
| YTD | +6.0% | -34.7% | +40.7% | +6.4% |
| 1Y | -5.8% | -23.2% | +17.4% | -7.1% |
| All | -7.6% | +142.1% | -149.8% | -17.8% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling