-20.8%
JD vs PLTU
+126.1%
-146.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +11.1% | -13.6% | -3.0% |
| 7D | +7.9% | -11.7% | +19.6% | +8.4% |
| 30D | +4.8% | -36.9% | +41.7% | +6.9% |
| 3M | -13.9% | -10.9% | -3.0% | -14.1% |
| 6M | -5.8% | +18.0% | -23.8% | -9.2% |
| YTD | +2.4% | -39.0% | +41.4% | +2.2% |
| 1Y | -7.5% | -41.5% | +34.0% | -7.9% |
| All | -20.8% | +126.1% | -146.9% | -36.7% |
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