+35.8%
D vs PLTU
+126.1%
-90.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.1% | -11.6% | -0.4% |
| 7D | +0.8% | -11.7% | +12.5% | +0.6% |
| 30D | +10.7% | -36.9% | +47.6% | +10.2% |
| 3M | +2.3% | -10.9% | +13.2% | +2.2% |
| 6M | +12.5% | +18.0% | -5.5% | +13.1% |
| YTD | +20.1% | -39.0% | +59.1% | +20.1% |
| 1Y | +15.6% | -41.5% | +57.1% | +15.6% |
| All | +35.8% | +126.1% | -90.3% | +36.9% |
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