-66.7%
IT vs PLTU
+142.1%
-208.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.7% | -2.7% | -7.0% |
| 7D | -9.1% | -11.6% | +2.5% | -8.1% |
| 30D | -7.0% | -4.6% | -2.4% | -6.7% |
| 3M | +7.6% | +33.7% | -26.1% | +2.8% |
| 6M | +2.1% | -9.4% | +11.5% | -1.4% |
| YTD | -31.6% | -34.7% | +3.1% | -33.5% |
| 1Y | -29.9% | -23.2% | -6.7% | -32.3% |
| All | -66.7% | +142.1% | -208.9% | -71.6% |
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 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