-22.8%
JD vs PLTU
+142.1%
-164.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.7% | +2.6% | -1.8% |
| 7D | -0.8% | -11.6% | +10.8% | -0.3% |
| 30D | -16.0% | -4.6% | -11.4% | -16.1% |
| 3M | -3.2% | +33.7% | -36.9% | -6.3% |
| 6M | +6.1% | -9.4% | +15.4% | +4.3% |
| YTD | -0.1% | -34.7% | +34.6% | -0.1% |
| 1Y | -12.7% | -23.2% | +10.5% | -14.8% |
| All | -22.8% | +142.1% | -164.9% | -38.1% |
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