+198.7%
DELL vs PLTU
+121.9%
+76.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.2% | -3.0% | -6.4% |
| 7D | +4.9% | +9.0% | -4.2% | +3.3% |
| 30D | -32.1% | -33.0% | +0.9% | -27.0% |
| 3M | -30.2% | -19.0% | -11.3% | -28.0% |
| 6M | +41.7% | +30.4% | +11.3% | +31.2% |
| YTD | +176.6% | -40.2% | +216.8% | +180.1% |
| 1Y | +159.9% | -37.8% | +197.7% | +160.1% |
| All | +198.7% | +121.9% | +76.8% | +108.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling