+63.9%
CSCO vs PLTU
-18.5%
+82.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.6% | +1.0% |
| 7D | -0.7% | -13.6% | +12.9% | 0.0% |
| 30D | -10.1% | +16.7% | -26.8% | -11.3% |
| 3M | -15.7% | +29.6% | -45.3% | -17.9% |
| 6M | +36.3% | -0.1% | +36.4% | +33.5% |
| YTD | +43.8% | -31.5% | +75.3% | +42.4% |
| 1Y | +63.9% | -19.7% | +83.7% | +59.6% |
| All | +63.9% | -18.5% | +82.4% | +59.6% |
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