-7.3%
EXE vs PLTU
+124.7%
-132.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.3% |
| 7D | -2.2% | -9.2% | +7.0% | -2.0% |
| 30D | -0.3% | -37.3% | +37.0% | +0.9% |
| 3M | -9.3% | -14.7% | +5.4% | -9.2% |
| 6M | -7.2% | +17.3% | -24.5% | -8.7% |
| YTD | -18.9% | -39.4% | +20.5% | -18.4% |
| 1Y | -21.7% | -50.6% | +28.9% | -20.5% |
| All | -7.3% | +124.7% | -132.1% | -15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling