+41.9%
ILMN vs PLTU
+131.7%
-89.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | +0.7% | +21.9% | -21.2% | -0.7% |
| 30D | -22.7% | -35.3% | +12.5% | -20.6% |
| 3M | +8.6% | -7.7% | +16.3% | +9.2% |
| 6M | +43.8% | +24.2% | +19.6% | +40.2% |
| YTD | +59.8% | -37.5% | +97.3% | +60.5% |
| 1Y | +71.8% | -43.6% | +115.4% | +73.3% |
| All | +41.9% | +131.7% | -89.7% | +31.4% |
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