+35.5%
D vs PLTU
+134.3%
-98.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.7% | -0.4% |
| 7D | -2.4% | -0.9% | -1.5% | -2.4% |
| 30D | +9.0% | -34.7% | +43.7% | +8.5% |
| 3M | +1.0% | -10.8% | +11.7% | +0.9% |
| 6M | +11.0% | +24.1% | -13.1% | +11.6% |
| YTD | +19.8% | -36.8% | +56.6% | +19.9% |
| 1Y | +16.0% | -47.0% | +62.9% | +16.0% |
| All | +35.5% | +134.3% | -98.8% | +36.6% |
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 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