-8.2%
COST vs PLTU
+133.3%
-141.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | -1.2% | -8.1% | +6.9% | -1.0% |
| 30D | -4.7% | -7.0% | +2.3% | -4.7% |
| 3M | -7.1% | +40.0% | -47.1% | -8.4% |
| 6M | -8.5% | -6.0% | -2.6% | -9.2% |
| YTD | +5.4% | -37.1% | +42.5% | +5.9% |
| 1Y | -5.6% | -33.1% | +27.5% | -6.3% |
| All | -8.2% | +133.3% | -141.5% | -18.3% |
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