-16.8%
GFS vs PLTU
+90.0%
-106.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -19.6% | +9.8% | -8.2% |
| 7D | -20.7% | -39.1% | +18.4% | -17.5% |
| 30D | -25.2% | -37.6% | +12.4% | -22.5% |
| 3M | -26.3% | -12.7% | -13.6% | -25.9% |
| 6M | -50.7% | +1.7% | -52.4% | -51.9% |
| YTD | +4.5% | -48.8% | +53.3% | +7.0% |
| 1Y | +2.5% | -56.2% | +58.6% | +6.1% |
| All | -16.8% | +90.0% | -106.8% | -33.9% |
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 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