+7.1%
CRM vs PLTU
-18.5%
+25.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.0% | +7.1% | -0.6% |
| 7D | +1.3% | -13.6% | +14.8% | +3.1% |
| 30D | +34.3% | +16.7% | +17.7% | +31.3% |
| 3M | +37.7% | +29.6% | +8.1% | +29.8% |
| 6M | +34.9% | -0.1% | +35.0% | +29.7% |
| YTD | -1.6% | -31.5% | +29.9% | -3.1% |
| 1Y | +7.1% | -19.7% | +26.9% | +12.2% |
| All | +7.1% | -18.5% | +25.6% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling