-1.9%
GFS vs PLTU
+134.3%
-136.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.3% | +1.2% | +5.1% |
| 7D | +6.2% | -0.9% | +7.1% | +6.2% |
| 30D | -11.4% | -34.7% | +23.3% | -8.6% |
| 3M | -15.5% | -10.8% | -4.7% | -15.2% |
| 6M | -42.6% | +24.1% | -66.7% | -44.9% |
| YTD | +23.2% | -36.8% | +60.0% | +23.9% |
| 1Y | +23.6% | -47.0% | +70.6% | +26.3% |
| All | -1.9% | +134.3% | -136.2% | -23.4% |
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