-21.1%
JD vs PLTU
+154.0%
-175.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.0% | +10.9% | +2.4% |
| 7D | -1.7% | -13.6% | +11.9% | -1.0% |
| 30D | -13.2% | +16.7% | -29.8% | -14.3% |
| 3M | -3.2% | +29.6% | -32.8% | -6.1% |
| 6M | +15.2% | -0.1% | +15.3% | +12.6% |
| YTD | +2.0% | -31.5% | +33.5% | +1.8% |
| 1Y | -5.4% | -19.7% | +14.4% | -7.9% |
| All | -21.1% | +154.0% | -175.2% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling