+6.4%
DIS vs PLTU
+124.7%
-118.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | +4.4% | -9.2% | +13.6% | +4.7% |
| 30D | +10.3% | -37.3% | +47.6% | +12.5% |
| 3M | +15.5% | -14.7% | +30.2% | +15.6% |
| 6M | +11.2% | +17.3% | -6.1% | +7.7% |
| YTD | +5.6% | -39.4% | +45.0% | +5.5% |
| 1Y | +7.7% | -50.6% | +58.3% | +8.9% |
| All | +6.4% | +124.7% | -118.3% | -9.7% |
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