+32.3%
GRMN vs PLTU
+121.9%
-89.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.9% |
| 7D | -0.9% | +9.0% | -9.9% | -1.4% |
| 30D | +1.2% | -33.0% | +34.2% | +3.2% |
| 3M | -8.9% | -19.0% | +10.1% | -8.5% |
| 6M | +23.0% | +30.4% | -7.4% | +18.2% |
| YTD | +41.2% | -40.2% | +81.4% | +41.4% |
| 1Y | +47.5% | -37.8% | +85.3% | +46.9% |
| All | +32.3% | +121.9% | -89.6% | +7.9% |
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