+15.7%
GEHC vs PLTU
-47.9%
+63.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +6.4% |
| 7D | +13.2% | -24.5% | +37.7% | +13.5% |
| 30D | +30.6% | -20.2% | +50.8% | +30.8% |
| 3M | +22.2% | +3.1% | +19.1% | +21.9% |
| 6M | +40.8% | +8.7% | +32.1% | +40.2% |
| YTD | +4.8% | -36.2% | +41.1% | +5.8% |
| 1Y | +15.7% | -47.1% | +62.9% | +17.5% |
| All | +15.7% | -47.9% | +63.7% | +17.5% |
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