+100.6%
GE vs PLTU
+142.1%
-41.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.3% |
| 7D | +1.2% | -11.6% | +12.7% | +1.9% |
| 30D | -9.5% | -4.6% | -4.9% | -9.5% |
| 3M | +4.1% | +33.7% | -29.6% | -0.1% |
| 6M | +3.9% | -9.4% | +13.3% | +1.8% |
| YTD | +9.0% | -34.7% | +43.7% | +9.2% |
| 1Y | +21.9% | -23.2% | +45.2% | +18.4% |
| All | +100.6% | +142.1% | -41.6% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling