+217.4%
GFI vs PLTU
+133.3%
+84.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.4% |
| 7D | -4.9% | -8.1% | +3.3% | -4.3% |
| 30D | +10.7% | -7.0% | +17.8% | +11.1% |
| 3M | +25.6% | +40.0% | -14.4% | +21.0% |
| 6M | -8.3% | -6.0% | -2.3% | -10.0% |
| YTD | +6.3% | -37.1% | +43.4% | +5.7% |
| 1Y | +22.1% | -33.1% | +55.2% | +20.7% |
| All | +217.4% | +133.3% | +84.1% | +191.0% |
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 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