+177.8%
GEV vs PLTU
+140.2%
+37.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | +3.2% | -0.8% | +3.9% | +3.0% |
| 30D | -4.0% | -8.8% | +4.8% | -3.4% |
| 3M | +3.4% | +41.7% | -38.3% | -5.8% |
| 6M | +14.7% | -9.3% | +24.0% | +9.9% |
| YTD | +45.8% | -35.2% | +81.0% | +46.1% |
| 1Y | +57.4% | -29.5% | +86.9% | +52.5% |
| All | +177.8% | +140.2% | +37.6% | +84.8% |
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