-20.6%
DOW vs PLTU
+129.7%
-150.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.4% | +5.2% | +1.0% |
| 7D | -2.4% | -17.7% | +15.4% | -1.4% |
| 30D | -4.1% | -12.5% | +8.4% | -3.7% |
| 3M | -12.4% | +39.5% | -51.9% | -15.4% |
| 6M | -10.6% | -7.0% | -3.7% | -12.2% |
| YTD | +31.1% | -38.1% | +69.2% | +31.6% |
| 1Y | +30.5% | -36.0% | +66.5% | +29.0% |
| All | -20.6% | +129.7% | -150.3% | -34.2% |
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 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