-16.6%
IT vs PLTU
-46.5%
+29.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.1% | +1.4% |
| 7D | -6.8% | -0.9% | -5.9% | -7.1% |
| 30D | -0.6% | -34.7% | +34.1% | +5.8% |
| 3M | +3.1% | -10.8% | +13.8% | +2.7% |
| 6M | +25.5% | +24.1% | +1.4% | +13.1% |
| YTD | -23.5% | -36.8% | +13.3% | -29.9% |
| 1Y | -16.6% | -47.0% | +30.3% | -23.6% |
| All | -16.6% | -46.5% | +29.9% | -23.6% |
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