+221.5%
GFI vs PLTU
+129.7%
+91.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.5% | -2.6% |
| 7D | -5.1% | -17.7% | +12.6% | -3.8% |
| 30D | +13.4% | -12.5% | +25.9% | +14.3% |
| 3M | +36.2% | +39.5% | -3.2% | +31.2% |
| 6M | -9.8% | -7.0% | -2.8% | -11.5% |
| YTD | +7.7% | -38.1% | +45.7% | +7.2% |
| 1Y | +27.2% | -36.0% | +63.2% | +26.0% |
| All | +221.5% | +129.7% | +91.8% | +195.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling