+45.2%
EW vs PLTU
+121.9%
-76.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +1.5% |
| 7D | +4.9% | +9.0% | -4.1% | +4.5% |
| 30D | +23.9% | -33.0% | +56.9% | +25.8% |
| 3M | +15.8% | -19.0% | +34.7% | +16.1% |
| 6M | +31.7% | +30.4% | +1.2% | +27.5% |
| YTD | +25.7% | -40.2% | +65.9% | +25.3% |
| 1Y | +24.4% | -37.8% | +62.2% | +23.6% |
| All | +45.2% | +121.9% | -76.7% | +26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling