+15.3%
LHX vs PLTU
+142.1%
-126.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.1% |
| 7D | -2.5% | -11.6% | +9.1% | -2.2% |
| 30D | -10.4% | -4.6% | -5.7% | -10.3% |
| 3M | -14.9% | +33.7% | -48.7% | -16.5% |
| 6M | -29.6% | -9.4% | -20.2% | -30.4% |
| YTD | -11.8% | -34.7% | +22.9% | -12.4% |
| 1Y | -5.1% | -23.2% | +18.2% | -6.3% |
| All | +15.3% | +142.1% | -126.9% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling