+136.9%
FIX vs PLTU
+126.1%
+10.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +11.1% | -1.7% | +7.8% |
| 7D | -7.2% | -11.7% | +4.5% | -5.6% |
| 30D | -35.1% | -36.9% | +1.8% | -31.2% |
| 3M | -34.3% | -10.9% | -23.3% | -33.8% |
| 6M | -42.9% | +18.0% | -60.9% | -47.0% |
| YTD | +19.5% | -39.0% | +58.5% | +20.9% |
| 1Y | +16.8% | -41.5% | +58.3% | +18.4% |
| All | +136.9% | +126.1% | +10.8% | +59.1% |
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