+232.2%
GFI vs PLTU
+142.1%
+90.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.2% | -0.1% |
| 7D | +5.7% | -11.6% | +17.3% | +6.5% |
| 30D | +15.6% | -4.6% | +20.2% | +15.7% |
| 3M | +31.5% | +33.7% | -2.2% | +27.0% |
| 6M | -3.7% | -9.4% | +5.7% | -5.4% |
| YTD | +11.2% | -34.7% | +45.9% | +10.3% |
| 1Y | +36.4% | -23.2% | +59.6% | +34.0% |
| All | +232.2% | +142.1% | +90.0% | +203.6% |
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