+22.1%
GFI vs PLTU
-35.4%
+57.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.4% |
| 7D | -4.9% | -8.1% | +3.3% | -4.0% |
| 30D | +10.7% | -7.0% | +17.8% | +11.2% |
| 3M | +25.6% | +40.0% | -14.4% | +18.8% |
| 6M | -8.3% | -6.0% | -2.3% | -10.2% |
| YTD | +6.3% | -37.1% | +43.4% | +7.4% |
| 1Y | +22.1% | -33.1% | +55.2% | +22.9% |
| All | +22.1% | -35.4% | +57.5% | +22.9% |
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