+105.3%
FIX vs PLTU
+90.0%
+15.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -19.6% | +8.0% | -8.9% |
| 7D | -27.2% | -39.1% | +11.9% | -22.2% |
| 30D | -46.9% | -37.6% | -9.3% | -43.5% |
| 3M | -44.4% | -12.7% | -31.7% | -44.0% |
| 6M | -50.9% | +1.7% | -52.6% | -53.5% |
| YTD | +3.5% | -48.8% | +52.3% | +7.3% |
| 1Y | -2.1% | -56.2% | +54.0% | +3.8% |
| All | +105.3% | +90.0% | +15.3% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling