+8.9%
GE vs PLTU
-45.6%
+54.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | +5.4% | -9.2% | +14.6% | +5.5% |
| 30D | +9.6% | -37.3% | +47.0% | +10.5% |
| 3M | -7.7% | -14.7% | +7.0% | -7.6% |
| 6M | +14.0% | +17.3% | -3.2% | +12.7% |
| YTD | +10.2% | -39.4% | +49.6% | +11.6% |
| 1Y | +8.9% | -50.6% | +59.5% | +12.8% |
| All | +8.9% | -45.6% | +54.5% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling