+38.3%
ED vs PLTU
+121.9%
-83.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.2% |
| 7D | +2.1% | +9.0% | -7.0% | +2.4% |
| 30D | +10.4% | -33.0% | +43.4% | +9.2% |
| 3M | +12.5% | -19.0% | +31.5% | +12.2% |
| 6M | +14.9% | +30.4% | -15.5% | +17.4% |
| YTD | +24.8% | -40.2% | +65.0% | +25.0% |
| 1Y | +23.8% | -37.8% | +61.6% | +24.4% |
| All | +38.3% | +121.9% | -83.6% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling