-16.2%
IR vs PLTU
+121.9%
-138.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.1% |
| 7D | +2.5% | +9.0% | -6.5% | +2.0% |
| 30D | +9.2% | -33.0% | +42.2% | +11.1% |
| 3M | +0.9% | -19.0% | +19.9% | +1.5% |
| 6M | +19.2% | +30.4% | -11.2% | +15.1% |
| YTD | +7.5% | -40.2% | +47.6% | +7.8% |
| 1Y | +11.7% | -37.8% | +49.5% | +11.4% |
| All | -16.2% | +121.9% | -138.1% | -32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling