+33.7%
F vs PLTU
+126.1%
-92.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.1% | -10.5% | +0.4% |
| 7D | -0.6% | -11.7% | +11.1% | -0.4% |
| 30D | +2.9% | -36.9% | +39.8% | +3.9% |
| 3M | -9.5% | -10.9% | +1.5% | -9.6% |
| 6M | +4.0% | +18.0% | -14.0% | +2.6% |
| YTD | -1.3% | -39.0% | +37.8% | -0.8% |
| 1Y | -1.9% | -41.5% | +39.6% | -1.6% |
| All | +33.7% | +126.1% | -92.5% | +16.4% |
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 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