+148.9%
CRS vs PLTU
+129.7%
+19.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.1% | -1.8% |
| 7D | -4.1% | -17.7% | +13.6% | -2.2% |
| 30D | -16.6% | -12.5% | -4.1% | -15.7% |
| 3M | -14.3% | +39.5% | -53.7% | -19.4% |
| 6M | +11.6% | -7.0% | +18.6% | +7.8% |
| YTD | +42.6% | -38.1% | +80.6% | +43.7% |
| 1Y | +81.8% | -36.0% | +117.8% | +78.7% |
| All | +148.9% | +129.7% | +19.2% | +87.2% |
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 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