+32.8%
F vs PLTU
+103.5%
-70.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.1% | -7.8% | -0.9% |
| 7D | +1.6% | -25.3% | +26.9% | +2.2% |
| 30D | +2.6% | -34.5% | +37.1% | +3.6% |
| 3M | -8.8% | -3.4% | -5.5% | -9.2% |
| 6M | +4.6% | +12.4% | -7.8% | +3.3% |
| YTD | -1.9% | -45.1% | +43.2% | -1.2% |
| 1Y | -0.8% | -45.7% | +44.9% | -0.3% |
| All | +32.8% | +103.5% | -70.7% | +16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling