+54.8%
DE vs PLTU
+129.7%
-74.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.2% |
| 7D | -2.4% | -17.7% | +15.4% | -2.0% |
| 30D | +9.7% | -12.5% | +22.2% | +9.9% |
| 3M | +21.4% | +39.5% | -18.1% | +19.6% |
| 6M | +15.0% | -7.0% | +22.0% | +14.1% |
| YTD | +46.4% | -38.1% | +84.5% | +47.5% |
| 1Y | +45.6% | -36.0% | +81.6% | +44.8% |
| All | +54.8% | +129.7% | -74.9% | +33.8% |
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