-8.4%
COST vs PLTU
+140.2%
-148.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | -2.8% | -0.8% | -2.0% | -2.8% |
| 30D | -5.3% | -8.8% | +3.5% | -5.2% |
| 3M | -6.7% | +41.7% | -48.3% | -8.0% |
| 6M | -9.9% | -9.3% | -0.7% | -10.5% |
| YTD | +5.1% | -35.2% | +40.4% | +5.6% |
| 1Y | -7.3% | -29.5% | +22.2% | -8.1% |
| All | -8.4% | +140.2% | -148.6% | -18.5% |
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 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