-35.9%
GIS vs PLTU
+154.0%
-189.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.0% | +6.5% | -2.6% |
| 7D | -7.8% | -13.6% | +5.7% | -8.0% |
| 30D | +6.6% | +16.7% | -10.1% | +6.9% |
| 3M | +21.0% | +29.6% | -8.6% | +21.7% |
| 6M | -9.1% | -0.1% | -9.0% | -8.8% |
| YTD | -13.6% | -31.5% | +17.9% | -14.0% |
| 1Y | -18.0% | -19.7% | +1.7% | -17.8% |
| All | -35.9% | +154.0% | -189.9% | -35.3% |
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 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