+36.5%
D vs PLTU
+103.5%
-67.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.1% | -8.6% | -1.4% |
| 7D | +3.0% | -25.3% | +28.3% | +2.6% |
| 30D | +11.5% | -34.5% | +46.0% | +11.0% |
| 3M | +3.7% | -3.4% | +7.1% | +3.7% |
| 6M | +13.5% | +12.4% | +1.1% | +14.0% |
| YTD | +20.7% | -45.1% | +65.9% | +20.6% |
| 1Y | +18.2% | -45.7% | +63.9% | +18.1% |
| All | +36.5% | +103.5% | -67.0% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling