+16.2%
GEN vs PLTU
-45.6%
+61.8%
-35.5%
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% | +0.8% |
| 7D | +1.0% | -9.2% | +10.2% | +1.6% |
| 30D | +29.1% | -37.3% | +66.4% | +34.1% |
| 3M | +2.9% | -14.7% | +17.6% | +3.0% |
| 6M | +33.6% | +17.3% | +16.3% | +27.1% |
| YTD | +12.0% | -39.4% | +51.5% | +8.2% |
| 1Y | +16.2% | -50.6% | +66.7% | +12.5% |
| All | +16.2% | -45.6% | +61.8% | +12.5% |
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