+136.9%
FIX vs PLTU
+121.9%
+15.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -0.8% |
| 7D | +9.4% | +9.0% | +0.4% | +8.2% |
| 30D | -27.8% | -33.0% | +5.2% | -23.9% |
| 3M | -35.6% | -19.0% | -16.6% | -34.2% |
| 6M | -45.2% | +30.4% | -75.6% | -50.0% |
| YTD | +19.5% | -40.2% | +59.6% | +21.3% |
| 1Y | +24.2% | -37.8% | +62.0% | +24.8% |
| All | +136.9% | +121.9% | +15.0% | +59.6% |
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