+122.9%
FIX vs PLTU
-18.5%
+141.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.0% | +10.9% | +2.5% |
| 7D | +6.0% | -13.6% | +19.6% | +6.9% |
| 30D | -7.2% | +16.7% | -23.9% | -8.7% |
| 3M | -15.9% | +29.6% | -45.4% | -17.7% |
| 6M | +12.7% | -0.1% | +12.8% | +12.1% |
| YTD | +72.8% | -31.5% | +104.3% | +84.0% |
| 1Y | +122.9% | -19.7% | +142.6% | +130.4% |
| All | +122.9% | -18.5% | +141.4% | +130.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling