+34.4%
D vs PLTU
+131.7%
-97.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.8% |
| 7D | -3.1% | +21.9% | -25.0% | -2.8% |
| 30D | +8.4% | -35.3% | +43.6% | +7.9% |
| 3M | +0.2% | -7.7% | +7.9% | +0.2% |
| 6M | +9.5% | +24.2% | -14.8% | +10.1% |
| YTD | +18.8% | -37.5% | +56.3% | +18.9% |
| 1Y | +14.7% | -43.6% | +58.3% | +14.7% |
| All | +34.4% | +131.7% | -97.3% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling