+133.5%
JBL vs PLTU
+140.2%
-6.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +4.0% | -0.8% | +4.8% | +3.9% |
| 30D | -7.5% | -8.8% | +1.3% | -7.0% |
| 3M | -14.1% | +41.7% | -55.7% | -20.0% |
| 6M | +25.9% | -9.3% | +35.2% | +21.8% |
| YTD | +36.7% | -35.2% | +71.9% | +36.5% |
| 1Y | +49.0% | -29.5% | +78.5% | +44.9% |
| All | +133.5% | +140.2% | -6.7% | +77.0% |
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 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