-9.4%
EXE vs PLTU
+126.1%
-135.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.1% | -9.5% | +1.3% |
| 7D | -3.9% | -11.7% | +7.8% | -3.6% |
| 30D | -2.6% | -36.9% | +34.4% | -1.4% |
| 3M | -6.9% | -10.9% | +4.1% | -6.9% |
| 6M | -9.3% | +18.0% | -27.3% | -10.7% |
| YTD | -20.7% | -39.0% | +18.3% | -20.2% |
| 1Y | -21.8% | -41.5% | +19.7% | -21.5% |
| All | -9.4% | +126.1% | -135.5% | -17.3% |
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 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