+13.8%
FIX vs PLTU
-45.6%
+59.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -13.9% | -9.2% | -4.7% | -13.4% |
| 30D | -35.5% | -37.3% | +1.8% | -33.9% |
| 3M | -33.9% | -14.7% | -19.3% | -33.3% |
| 6M | -43.3% | +17.3% | -60.6% | -43.9% |
| YTD | +18.7% | -39.4% | +58.1% | +31.8% |
| 1Y | +13.8% | -50.6% | +64.3% | +35.7% |
| All | +13.8% | -45.6% | +59.4% | +35.7% |
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