+127.1%
JBL vs PLTU
+129.7%
-2.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | -2.3% |
| 7D | -1.0% | -17.7% | +16.7% | +1.1% |
| 30D | -15.1% | -12.5% | -2.6% | -14.2% |
| 3M | -14.0% | +39.5% | -53.5% | -19.9% |
| 6M | +20.6% | -7.0% | +27.6% | +16.2% |
| YTD | +32.9% | -38.1% | +71.0% | +33.4% |
| 1Y | +40.5% | -36.0% | +76.5% | +38.4% |
| All | +127.1% | +129.7% | -2.7% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling