-46.9%
LII vs PLTU
+103.5%
-150.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.1% | -9.0% | -2.2% |
| 7D | -0.6% | -25.3% | +24.7% | +0.4% |
| 30D | -4.6% | -34.5% | +29.9% | -3.3% |
| 3M | -21.2% | -3.4% | -17.9% | -21.5% |
| 6M | -36.4% | +12.4% | -48.8% | -37.6% |
| YTD | -28.9% | -45.1% | +16.2% | -28.5% |
| 1Y | -29.5% | -45.7% | +16.1% | -29.3% |
| All | -46.9% | +103.5% | -150.4% | -54.5% |
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 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