+183.7%
GEV vs PLTU
+142.1%
+41.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.7% | +7.8% | +3.8% |
| 7D | +8.1% | -11.6% | +19.7% | +9.6% |
| 30D | -1.9% | -4.6% | +2.7% | -2.0% |
| 3M | +4.1% | +33.7% | -29.7% | -4.3% |
| 6M | +23.2% | -9.4% | +32.6% | +18.2% |
| YTD | +48.9% | -34.7% | +83.6% | +49.1% |
| 1Y | +62.2% | -23.2% | +85.4% | +54.5% |
| All | +183.7% | +142.1% | +41.6% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling