+27.8%
DOW vs PLTU
-25.0%
+52.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | -6.0% | -0.8% | -5.2% | -6.0% |
| 30D | -2.7% | -8.8% | +6.1% | -2.7% |
| 3M | -10.5% | +41.7% | -52.1% | -11.1% |
| 6M | -12.4% | -9.3% | -3.2% | -12.3% |
| YTD | +30.0% | -35.2% | +65.3% | +30.5% |
| 1Y | +27.8% | -29.5% | +57.3% | +32.4% |
| All | +27.8% | -25.0% | +52.8% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling