-64.0%
IT vs PLTU
+154.0%
-218.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.0% | +4.4% | -3.8% |
| 7D | -6.0% | -13.6% | +7.5% | -4.8% |
| 30D | 0.0% | +16.7% | -16.7% | -1.7% |
| 3M | +13.1% | +29.6% | -16.5% | +7.8% |
| 6M | +11.7% | -0.1% | +11.8% | +7.1% |
| YTD | -26.1% | -31.5% | +5.4% | -28.5% |
| 1Y | -21.3% | -19.7% | -1.5% | -24.3% |
| All | -64.0% | +154.0% | -218.1% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling