-26.2%
LII vs PLTU
-47.9%
+21.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.5% | +8.1% | +3.7% |
| 7D | +7.9% | -24.5% | +32.4% | +8.3% |
| 30D | -0.6% | -20.2% | +19.6% | -0.4% |
| 3M | -19.3% | +3.1% | -22.4% | -19.5% |
| 6M | -29.8% | +8.7% | -38.6% | -30.4% |
| YTD | -25.4% | -36.2% | +10.8% | -24.9% |
| 1Y | -26.2% | -47.1% | +20.9% | -25.3% |
| All | -26.2% | -47.9% | +21.7% | -25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling