-29.3%
CRM vs PLTU
+133.3%
-162.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.4% | +1.8% |
| 7D | -4.4% | -8.1% | +3.7% | -3.5% |
| 30D | +28.1% | -7.0% | +35.2% | +29.1% |
| 3M | +48.8% | +40.0% | +8.8% | +40.2% |
| 6M | +28.3% | -6.0% | +34.2% | +24.9% |
| YTD | -6.0% | -37.1% | +31.1% | -5.9% |
| 1Y | +1.4% | -33.1% | +34.6% | -0.3% |
| All | -29.3% | +133.3% | -162.6% | -44.0% |
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