+50.3%
JPM vs PLTU
+142.1%
-91.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.7% | +3.2% | -1.2% |
| 7D | -0.4% | -11.6% | +11.2% | +0.2% |
| 30D | -1.1% | -4.6% | +3.5% | -1.1% |
| 3M | +14.1% | +33.7% | -19.6% | +10.3% |
| 6M | +23.3% | -9.4% | +32.7% | +21.3% |
| YTD | +11.3% | -34.7% | +46.0% | +11.3% |
| 1Y | +23.0% | -23.2% | +46.2% | +19.5% |
| All | +50.3% | +142.1% | -91.8% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling