+353.7%
DELL vs PLTU
+154.0%
+199.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.5% | +3.0% |
| 7D | +14.9% | -13.6% | +28.5% | +17.1% |
| 30D | +13.3% | +16.7% | -3.4% | +9.0% |
| 3M | +24.4% | +29.6% | -5.2% | +14.1% |
| 6M | +258.0% | -0.1% | +258.1% | +238.2% |
| YTD | +320.2% | -31.5% | +351.7% | +314.4% |
| 1Y | +319.1% | -19.7% | +338.8% | +292.6% |
| All | +353.7% | +154.0% | +199.7% | +208.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling