-18.2%
IR vs PLTU
+103.5%
-121.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.1% | -5.7% | +1.0% |
| 7D | +3.7% | -25.3% | +29.0% | +5.1% |
| 30D | +7.4% | -34.5% | +41.9% | +9.5% |
| 3M | -5.9% | -3.4% | -2.6% | -6.4% |
| 6M | +5.6% | +12.4% | -6.8% | +2.8% |
| YTD | +4.8% | -45.1% | +50.0% | +5.7% |
| 1Y | +6.9% | -45.7% | +52.6% | +7.3% |
| All | -18.2% | +103.5% | -121.7% | -33.3% |
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