+391.1%
DELL vs PLTU
+133.3%
+257.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +11.7% |
| 7D | +8.2% | -8.1% | +16.4% | +9.8% |
| 30D | +17.1% | -7.0% | +24.1% | +17.5% |
| 3M | +45.2% | +40.0% | +5.2% | +31.0% |
| 6M | +286.8% | -6.0% | +292.8% | +269.2% |
| YTD | +354.8% | -37.1% | +391.9% | +354.8% |
| 1Y | +358.3% | -33.1% | +391.4% | +343.7% |
| All | +391.1% | +133.3% | +257.8% | +238.1% |
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