+2.9%
GEN vs PLTU
+142.1%
-139.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.7% | +1.9% | -2.3% |
| 7D | -0.7% | -11.6% | +10.9% | +0.2% |
| 30D | +2.6% | -4.6% | +7.3% | +2.8% |
| 3M | +15.8% | +33.7% | -17.9% | +10.6% |
| 6M | +33.1% | -9.4% | +42.5% | +30.2% |
| YTD | +11.3% | -34.7% | +46.0% | +10.5% |
| 1Y | +1.7% | -23.2% | +24.9% | -1.6% |
| All | +2.9% | +142.1% | -139.2% | -15.4% |
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