-5.5%
GTLB vs PLTU
-35.4%
+29.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.2% | -0.9% |
| 7D | -5.7% | -8.1% | +2.4% | -4.2% |
| 30D | +15.1% | -7.0% | +22.2% | +15.7% |
| 3M | +65.5% | +40.0% | +25.4% | +48.6% |
| 6M | +102.9% | -6.0% | +108.9% | +94.1% |
| YTD | +25.2% | -37.1% | +62.3% | +24.1% |
| 1Y | -5.5% | -33.1% | +27.6% | -2.2% |
| All | -5.5% | -35.4% | +29.9% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling