+32.3%
DD vs PLTU
+154.0%
-121.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.0% | +9.4% | +0.8% |
| 7D | -3.5% | -13.6% | +10.1% | -2.9% |
| 30D | -10.3% | +16.7% | -27.0% | -11.4% |
| 3M | -7.5% | +29.6% | -37.1% | -10.1% |
| 6M | -8.0% | -0.1% | -7.9% | -10.0% |
| YTD | +10.5% | -31.5% | +42.0% | +10.2% |
| 1Y | +38.3% | -19.7% | +58.0% | +33.7% |
| All | +32.3% | +154.0% | -121.7% | +8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling