+46.0%
GFI vs PLTU
-18.5%
+64.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.0% | +7.4% | -0.6% |
| 7D | +3.1% | -13.6% | +16.7% | +4.5% |
| 30D | +27.1% | +16.7% | +10.4% | +24.5% |
| 3M | +21.2% | +29.6% | -8.4% | +15.9% |
| 6M | -4.5% | -0.1% | -4.4% | -7.1% |
| YTD | +11.7% | -31.5% | +43.2% | +11.9% |
| 1Y | +46.0% | -19.7% | +65.8% | +45.5% |
| All | +46.0% | -18.5% | +64.5% | +45.5% |
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