-20.8%
DOW vs PLTU
+142.1%
-163.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.7% | +5.1% | +0.7% |
| 7D | -2.9% | -11.6% | +8.7% | -2.4% |
| 30D | +2.0% | -4.6% | +6.6% | +1.9% |
| 3M | -12.5% | +33.7% | -46.3% | -15.2% |
| 6M | -9.2% | -9.4% | +0.2% | -10.5% |
| YTD | +30.8% | -34.7% | +65.5% | +31.0% |
| 1Y | +29.4% | -23.2% | +52.6% | +25.9% |
| All | -20.8% | +142.1% | -163.0% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling