-42.8%
GIS vs PLTU
+131.7%
-174.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -2.0% |
| 7D | -8.1% | +21.9% | -30.0% | -7.7% |
| 30D | +5.3% | -35.3% | +40.6% | +4.8% |
| 3M | -10.5% | -7.7% | -2.8% | -10.5% |
| 6M | +1.8% | +24.2% | -22.4% | +2.6% |
| YTD | -22.9% | -37.5% | +14.6% | -23.3% |
| 1Y | -22.9% | -43.6% | +20.6% | -23.4% |
| All | -42.8% | +131.7% | -174.5% | -42.3% |
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