+56.1%
F vs PLTU
+154.0%
-97.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.5% | +1.7% |
| 7D | +5.3% | -13.6% | +18.9% | +5.7% |
| 30D | +4.6% | +16.7% | -12.1% | +4.0% |
| 3M | -3.7% | +29.6% | -33.2% | -4.8% |
| 6M | +16.8% | -0.1% | +16.9% | +15.9% |
| YTD | +15.3% | -31.5% | +46.8% | +15.8% |
| 1Y | +31.0% | -19.7% | +50.7% | +29.6% |
| All | +56.1% | +154.0% | -97.9% | +35.9% |
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