+47.9%
DE vs PLTU
-18.5%
+66.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +8.9% | -0.4% |
| 7D | +10.0% | -13.6% | +23.6% | +9.7% |
| 30D | +13.3% | +16.7% | -3.3% | +13.8% |
| 3M | +17.5% | +29.6% | -12.1% | +19.0% |
| 6M | +13.6% | -0.1% | +13.7% | +14.5% |
| YTD | +49.8% | -31.5% | +81.3% | +50.2% |
| 1Y | +47.9% | -19.7% | +67.6% | +48.7% |
| All | +47.9% | -18.5% | +66.4% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling