+47.8%
ILMN vs PLTU
+154.0%
-106.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.0% | +7.5% | -1.1% |
| 7D | +1.2% | -13.6% | +14.8% | +1.9% |
| 30D | +9.2% | +16.7% | -7.5% | +8.0% |
| 3M | +29.8% | +29.6% | +0.3% | +26.5% |
| 6M | +69.2% | -0.1% | +69.3% | +65.7% |
| YTD | +66.4% | -31.5% | +97.9% | +66.0% |
| 1Y | +123.4% | -19.7% | +143.1% | +119.2% |
| All | +47.8% | +154.0% | -106.2% | +35.8% |
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