-30.3%
CRM vs PLTU
+140.2%
-170.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.9% |
| 7D | -5.0% | -0.8% | -4.2% | -5.0% |
| 30D | +23.6% | -8.8% | +32.4% | +24.8% |
| 3M | +39.6% | +41.7% | -2.1% | +31.3% |
| 6M | +23.4% | -9.3% | +32.7% | +20.5% |
| YTD | -7.4% | -35.2% | +27.9% | -7.6% |
| 1Y | -2.3% | -29.5% | +27.2% | -4.5% |
| All | -30.3% | +140.2% | -170.5% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling