+0.2%
GEHC vs PLTU
+134.3%
-134.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.3% | -5.5% | -1.5% |
| 7D | -3.7% | -0.9% | -2.8% | -3.8% |
| 30D | +22.0% | -34.7% | +56.7% | +24.3% |
| 3M | +13.6% | -10.8% | +24.4% | +13.4% |
| 6M | +34.0% | +24.1% | +10.0% | +29.4% |
| YTD | +0.9% | -36.8% | +37.7% | +1.0% |
| 1Y | +12.7% | -47.0% | +59.7% | +14.0% |
| All | +0.2% | +134.3% | -134.1% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling