-41.4%
LEN vs PLTU
+134.3%
-175.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.3% | -4.6% | -0.4% |
| 7D | -6.4% | -0.9% | -5.4% | -6.4% |
| 30D | +15.6% | -34.7% | +50.3% | +16.2% |
| 3M | -0.8% | -10.8% | +10.0% | -0.9% |
| 6M | +0.4% | +24.1% | -23.7% | -0.4% |
| YTD | -14.1% | -36.8% | +22.7% | -14.1% |
| 1Y | -29.6% | -47.0% | +17.4% | -29.4% |
| All | -41.4% | +134.3% | -175.7% | -46.3% |
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