+22.6%
ED vs PLTU
+154.0%
-131.4%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.0% | +7.7% | -1.6% |
| 7D | -0.2% | -13.6% | +13.4% | -0.6% |
| 30D | -0.1% | +16.7% | -16.8% | +0.6% |
| 3M | +3.9% | +29.6% | -25.6% | +5.6% |
| 6M | -3.0% | -0.1% | -2.9% | -1.8% |
| YTD | +10.7% | -31.5% | +42.2% | +11.0% |
| 1Y | +13.3% | -19.7% | +33.1% | +14.8% |
| All | +22.6% | +154.0% | -131.4% | +27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling