-15.4%
IR vs PLTU
+124.7%
-140.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | +1.5% | -9.2% | +10.8% | +1.9% |
| 30D | +9.0% | -37.3% | +46.3% | +11.4% |
| 3M | -0.9% | -14.7% | +13.8% | -0.6% |
| 6M | +13.4% | +17.3% | -3.9% | +10.3% |
| YTD | +8.5% | -39.4% | +47.9% | +8.7% |
| 1Y | +11.3% | -50.6% | +61.8% | +13.0% |
| All | -15.4% | +124.7% | -140.1% | -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 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