+19.2%
D vs PLTU
-22.2%
+41.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.3% | +0.5% |
| 7D | +0.8% | -11.6% | +12.4% | +0.6% |
| 30D | -0.7% | -4.6% | +3.9% | -0.8% |
| 3M | +2.1% | +33.7% | -31.6% | +3.2% |
| 6M | +6.8% | -9.4% | +16.2% | +7.0% |
| YTD | +16.5% | -34.7% | +51.2% | +15.2% |
| 1Y | +19.2% | -23.2% | +42.4% | +16.1% |
| All | +19.2% | -22.2% | +41.4% | +16.1% |
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