+3.5%
EXE vs PLTU
+142.1%
-138.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | +0.4% |
| 7D | -1.8% | -11.6% | +9.8% | -1.5% |
| 30D | +6.4% | -4.6% | +11.0% | +6.4% |
| 3M | +9.2% | +33.7% | -24.5% | +7.6% |
| 6M | -7.0% | -9.4% | +2.4% | -7.4% |
| YTD | -9.5% | -34.7% | +25.3% | -8.8% |
| 1Y | +6.2% | -23.2% | +29.5% | +5.2% |
| All | +3.5% | +142.1% | -138.7% | -5.4% |
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