+54.7%
DD vs PLTU
+121.9%
-67.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.4% |
| 7D | +5.0% | +9.0% | -4.1% | +4.5% |
| 30D | +19.7% | -33.0% | +52.7% | +21.7% |
| 3M | +7.2% | -19.0% | +26.2% | +7.6% |
| 6M | +1.0% | +30.4% | -29.4% | -2.7% |
| YTD | +29.1% | -40.2% | +69.3% | +29.1% |
| 1Y | +28.5% | -37.8% | +66.3% | +27.7% |
| All | +54.7% | +121.9% | -67.2% | +26.7% |
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