+23.7%
ED vs PLTU
+142.1%
-118.4%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.7% | +5.6% | +0.8% |
| 7D | +0.5% | -11.6% | +12.1% | +0.2% |
| 30D | +1.1% | -4.6% | +5.7% | +1.1% |
| 3M | +4.6% | +33.7% | -29.1% | +6.5% |
| 6M | -2.0% | -9.4% | +7.4% | -1.1% |
| YTD | +11.7% | -34.7% | +46.4% | +11.9% |
| 1Y | +15.7% | -23.2% | +39.0% | +17.1% |
| All | +23.7% | +142.1% | -118.4% | +28.9% |
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