+9.9%
IR vs PLTU
-47.3%
+57.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.3% |
| 7D | +4.3% | +21.9% | -17.7% | +3.8% |
| 30D | +8.1% | -35.3% | +43.4% | +8.7% |
| 3M | +0.7% | -7.7% | +8.4% | +0.7% |
| 6M | +16.6% | +24.2% | -7.6% | +16.2% |
| YTD | +7.8% | -37.5% | +45.3% | +8.0% |
| 1Y | +9.9% | -43.6% | +53.5% | +10.8% |
| All | +9.9% | -47.3% | +57.2% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling