-22.3%
DOW vs PLTU
+133.3%
-155.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.6% | -2.1% |
| 7D | -1.4% | -8.1% | +6.7% | -1.0% |
| 30D | -3.9% | -7.0% | +3.1% | -3.8% |
| 3M | -12.7% | +40.0% | -52.7% | -15.6% |
| 6M | -13.7% | -6.0% | -7.7% | -15.3% |
| YTD | +28.4% | -37.1% | +65.5% | +28.8% |
| 1Y | +21.8% | -33.1% | +54.9% | +19.9% |
| All | -22.3% | +133.3% | -155.6% | -35.6% |
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