+50.4%
JPM vs PLTU
+129.7%
-79.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.0% | -0.1% |
| 7D | -2.3% | -17.7% | +15.4% | -1.2% |
| 30D | -2.3% | -12.5% | +10.2% | -1.8% |
| 3M | +14.9% | +39.5% | -24.6% | +10.7% |
| 6M | +23.6% | -7.0% | +30.6% | +21.2% |
| YTD | +11.3% | -38.1% | +49.4% | +11.7% |
| 1Y | +19.9% | -36.0% | +55.9% | +18.3% |
| All | +50.4% | +129.7% | -79.3% | +24.7% |
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