+363.4%
DELL vs PLTU
+140.2%
+223.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +8.7% | -0.8% | +9.5% | +8.6% |
| 30D | +16.9% | -8.8% | +25.7% | +17.5% |
| 3M | +40.4% | +41.7% | -1.2% | +26.5% |
| 6M | +267.1% | -9.3% | +276.4% | +252.3% |
| YTD | +329.1% | -35.2% | +364.3% | +326.9% |
| 1Y | +346.9% | -29.5% | +376.4% | +328.5% |
| All | +363.4% | +140.2% | +223.2% | +217.4% |
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