+6.5%
FIX vs PLTU
-53.1%
+59.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +7.1% | -1.6% | +4.9% |
| 7D | -17.5% | -25.3% | +7.9% | -15.8% |
| 30D | -41.6% | -34.5% | -7.1% | -40.0% |
| 3M | -40.6% | -3.4% | -37.2% | -40.2% |
| 6M | -49.4% | +12.4% | -61.8% | -50.0% |
| YTD | +9.2% | -45.1% | +54.3% | +20.4% |
| 1Y | +6.5% | -45.7% | +52.1% | +17.0% |
| All | +6.5% | -53.1% | +59.6% | +17.0% |
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 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