-6.4%
JD vs PLTU
-45.3%
+38.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +11.1% | -13.6% | -2.6% |
| 7D | +7.9% | -11.7% | +19.6% | +8.0% |
| 30D | +4.8% | -36.9% | +41.7% | +5.5% |
| 3M | -13.9% | -10.9% | -3.0% | -14.0% |
| 6M | -5.8% | +18.0% | -23.8% | -7.5% |
| YTD | +2.4% | -39.0% | +41.4% | +2.4% |
| All | -6.4% | -45.3% | +38.9% | -5.5% |
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