+30.2%
ES vs PLTU
+131.7%
-101.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.9% |
| 7D | -1.1% | +21.9% | -23.0% | -1.1% |
| 30D | +8.2% | -35.3% | +43.5% | +8.4% |
| 3M | +0.6% | -7.7% | +8.3% | +0.5% |
| 6M | +6.0% | +24.2% | -18.3% | +5.4% |
| YTD | +9.3% | -37.5% | +46.9% | +9.4% |
| 1Y | +1.1% | -43.6% | +44.7% | +1.2% |
| All | +30.2% | +131.7% | -101.5% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling