-14.8%
KMB vs PLTU
+142.1%
-156.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.7% | -2.0% |
| 7D | -2.7% | -11.6% | +8.9% | -2.9% |
| 30D | -5.0% | -4.6% | -0.4% | -5.0% |
| 3M | +6.6% | +33.7% | -27.2% | +7.3% |
| 6M | +1.0% | -9.4% | +10.4% | +1.0% |
| YTD | +6.0% | -34.7% | +40.7% | +5.6% |
| 1Y | -16.6% | -23.2% | +6.6% | -16.6% |
| All | -14.8% | +142.1% | -156.9% | -13.9% |
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