+94.9%
GE vs PLTU
+140.2%
-45.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.8% |
| 7D | -1.2% | -0.8% | -0.5% | -1.3% |
| 30D | -11.3% | -8.8% | -2.5% | -11.0% |
| 3M | -1.4% | +41.7% | -43.1% | -5.8% |
| 6M | +1.2% | -9.3% | +10.5% | -0.9% |
| YTD | +5.9% | -35.2% | +41.2% | +6.2% |
| 1Y | +18.4% | -29.5% | +47.9% | +16.0% |
| All | +94.9% | +140.2% | -45.3% | +54.8% |
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