+39.9%
ELV vs PLTU
-47.9%
+87.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.5% | +9.4% | +4.9% |
| 7D | +4.8% | -24.5% | +29.3% | +4.5% |
| 30D | +10.1% | -20.2% | +30.2% | +9.9% |
| 3M | +15.4% | +3.1% | +12.3% | +15.5% |
| 6M | +17.7% | +8.7% | +9.0% | +17.7% |
| YTD | +25.7% | -36.2% | +61.9% | +24.5% |
| 1Y | +39.9% | -47.1% | +87.0% | +38.0% |
| All | +39.9% | -47.9% | +87.8% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling