-48.5%
INTU vs PLTU
+126.1%
-174.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +11.1% | -12.1% | -2.0% |
| 7D | -3.9% | -11.7% | +7.8% | -3.1% |
| 30D | +11.7% | -36.9% | +48.6% | +16.1% |
| 3M | +4.5% | -10.9% | +15.4% | +4.2% |
| 6M | -13.9% | +18.0% | -31.9% | -18.4% |
| YTD | -48.2% | -39.0% | -9.2% | -48.9% |
| 1Y | -47.1% | -41.5% | -5.6% | -47.9% |
| All | -48.5% | +126.1% | -174.6% | -57.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling