-10.2%
KMB vs PLTU
+103.5%
-113.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.1% | -8.9% | -1.7% |
| 7D | +0.5% | -25.3% | +25.8% | 0.0% |
| 30D | +12.4% | -34.5% | +46.9% | +11.7% |
| 3M | +1.0% | -3.4% | +4.3% | +1.1% |
| 6M | +12.1% | +12.4% | -0.3% | +12.9% |
| YTD | +11.6% | -45.1% | +56.7% | +11.0% |
| 1Y | +13.1% | -45.7% | +58.8% | +12.6% |
| All | -10.2% | +103.5% | -113.8% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling