+23.1%
EQT vs PLTU
+129.7%
-106.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +0.8% |
| 7D | -1.2% | -17.7% | +16.6% | -0.3% |
| 30D | +1.1% | -12.5% | +13.6% | +1.5% |
| 3M | +4.8% | +39.5% | -34.7% | +1.6% |
| 6M | -10.6% | -7.0% | -3.6% | -11.7% |
| YTD | +3.4% | -38.1% | +41.5% | +4.4% |
| 1Y | +8.7% | -36.0% | +44.7% | +8.0% |
| All | +23.1% | +129.7% | -106.6% | +5.3% |
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