+27.2%
ET vs PLTU
+142.1%
-114.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +0.2% |
| 7D | +0.4% | -11.6% | +12.0% | +0.8% |
| 30D | +6.9% | -4.6% | +11.5% | +6.8% |
| 3M | +13.1% | +33.7% | -20.6% | +10.3% |
| 6M | +18.7% | -9.4% | +28.1% | +17.4% |
| YTD | +37.4% | -34.7% | +72.2% | +38.2% |
| 1Y | +34.8% | -23.2% | +58.0% | +31.7% |
| All | +27.2% | +142.1% | -114.9% | +4.6% |
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