-26.0%
IR vs PLTU
+142.1%
-168.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.0% | -1.4% |
| 7D | +0.6% | -11.6% | +12.2% | +1.1% |
| 30D | -13.6% | -4.6% | -9.0% | -13.6% |
| 3M | +3.7% | +33.7% | -30.0% | +0.8% |
| 6M | -13.1% | -9.4% | -3.7% | -14.2% |
| YTD | -5.1% | -34.7% | +29.6% | -4.9% |
| 1Y | -6.5% | -23.2% | +16.8% | -8.9% |
| All | -26.0% | +142.1% | -168.1% | -40.0% |
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