+40.0%
GD vs PLTU
+154.0%
-114.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.0% | +7.2% | -1.5% |
| 7D | -5.3% | -13.6% | +8.3% | -4.8% |
| 30D | -6.4% | +16.7% | -23.1% | -7.1% |
| 3M | +5.7% | +29.6% | -23.9% | +3.8% |
| 6M | -0.9% | -0.1% | -0.8% | -2.3% |
| YTD | +8.2% | -31.5% | +39.7% | +7.5% |
| 1Y | +13.4% | -19.7% | +33.2% | +11.8% |
| All | +40.0% | +154.0% | -114.0% | +29.7% |
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 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