+28.7%
DD vs PLTU
+140.2%
-111.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.5% |
| 7D | -3.8% | -0.8% | -3.0% | -3.8% |
| 30D | -9.2% | -8.8% | -0.4% | -9.0% |
| 3M | -9.0% | +41.7% | -50.7% | -12.0% |
| 6M | -5.0% | -9.3% | +4.3% | -6.5% |
| YTD | +7.4% | -35.2% | +42.6% | +7.5% |
| 1Y | +35.1% | -29.5% | +64.6% | +32.0% |
| All | +28.7% | +140.2% | -111.5% | +5.4% |
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 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