+43.7%
GD vs PLTU
+134.3%
-90.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | -0.2% |
| 7D | +0.6% | -0.9% | +1.6% | +0.6% |
| 30D | +9.5% | -34.7% | +44.2% | +10.8% |
| 3M | -5.8% | -10.8% | +4.9% | -5.9% |
| 6M | +7.7% | +24.1% | -16.3% | +5.4% |
| YTD | +11.1% | -36.8% | +47.9% | +10.3% |
| 1Y | +6.1% | -47.0% | +53.1% | +5.8% |
| All | +43.7% | +134.3% | -90.5% | +33.0% |
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 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