-5.4%
JD vs PLTU
-18.5%
+13.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.0% | +10.9% | +2.1% |
| 7D | -1.7% | -13.6% | +11.9% | -1.4% |
| 30D | -13.2% | +16.7% | -29.8% | -13.7% |
| 3M | -3.2% | +29.6% | -32.8% | -4.9% |
| 6M | +15.2% | -0.1% | +15.3% | +14.0% |
| YTD | +2.0% | -31.5% | +33.5% | +2.5% |
| 1Y | -5.4% | -19.7% | +14.4% | +0.5% |
| All | -5.4% | -18.5% | +13.1% | +0.5% |
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 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