-37.9%
GIS vs PLTU
+140.2%
-178.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.6% |
| 7D | -8.6% | -0.8% | -7.8% | -8.6% |
| 30D | -0.5% | -8.8% | +8.3% | -0.5% |
| 3M | +11.9% | +41.7% | -29.8% | +12.9% |
| 6M | -11.6% | -9.3% | -2.3% | -11.5% |
| YTD | -16.3% | -35.2% | +18.9% | -16.7% |
| 1Y | -21.8% | -29.5% | +7.7% | -21.7% |
| All | -37.9% | +140.2% | -178.1% | -37.4% |
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 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