+38.4%
EW vs PLTU
+103.5%
-65.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +7.1% | -5.8% | +1.0% |
| 7D | +11.0% | -25.3% | +36.3% | +12.3% |
| 30D | +19.1% | -34.5% | +53.6% | +20.9% |
| 3M | +14.4% | -3.4% | +17.7% | +13.6% |
| 6M | +22.8% | +12.4% | +10.4% | +19.7% |
| YTD | +19.8% | -45.1% | +64.9% | +19.9% |
| 1Y | +23.9% | -45.7% | +69.6% | +23.7% |
| All | +38.4% | +103.5% | -65.1% | +21.2% |
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