-12.9%
DOW vs PLTU
+134.3%
-147.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.3% | -0.9% | +3.2% |
| 7D | -0.5% | -0.9% | +0.4% | -0.6% |
| 30D | +15.7% | -34.7% | +50.4% | +17.7% |
| 3M | +5.3% | -10.8% | +16.1% | +5.0% |
| 6M | -14.2% | +24.1% | -38.3% | -17.3% |
| YTD | +43.9% | -36.8% | +80.7% | +43.5% |
| 1Y | +53.1% | -47.0% | +100.0% | +54.3% |
| All | -12.9% | +134.3% | -147.2% | -28.2% |
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