+2.9%
GEN vs PLTU
+126.1%
-123.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.1% | -11.1% | -0.9% |
| 7D | -0.3% | -11.7% | +11.4% | +0.5% |
| 30D | +28.2% | -36.9% | +65.1% | +32.5% |
| 3M | +2.6% | -10.9% | +13.5% | +2.4% |
| 6M | +32.7% | +18.0% | +14.7% | +26.6% |
| YTD | +11.3% | -39.0% | +50.3% | +10.1% |
| 1Y | +17.9% | -41.5% | +59.4% | +16.5% |
| All | +2.9% | +126.1% | -123.2% | -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 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