+105.6%
GE vs PLTU
+134.3%
-28.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.8% | +1.1% |
| 7D | +4.0% | -0.9% | +4.9% | +4.0% |
| 30D | +11.1% | -34.7% | +45.7% | +13.9% |
| 3M | -6.7% | -10.8% | +4.0% | -6.8% |
| 6M | +14.3% | +24.1% | -9.8% | +9.2% |
| YTD | +11.7% | -36.8% | +48.6% | +11.5% |
| 1Y | +10.9% | -47.0% | +57.9% | +12.2% |
| All | +105.6% | +134.3% | -28.7% | +62.7% |
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 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