+66.6%
CSCO vs PLTU
-22.2%
+88.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.6% | +0.2% |
| 7D | -0.5% | -11.6% | +11.1% | 0.0% |
| 30D | -10.1% | -4.6% | -5.5% | -10.1% |
| 3M | -11.7% | +33.7% | -45.5% | -14.3% |
| 6M | +40.1% | -9.4% | +49.5% | +38.3% |
| YTD | +43.8% | -34.7% | +78.5% | +42.7% |
| 1Y | +66.6% | -23.2% | +89.8% | +64.4% |
| All | +66.6% | -22.2% | +88.9% | +64.4% |
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