-45.5%
LII vs PLTU
+134.3%
-179.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.4% | +0.6% |
| 7D | -2.3% | -0.9% | -1.4% | -2.4% |
| 30D | -1.7% | -34.7% | +33.0% | -0.3% |
| 3M | -18.3% | -10.8% | -7.5% | -18.3% |
| 6M | -32.3% | +24.1% | -56.4% | -33.9% |
| YTD | -27.1% | -36.8% | +9.7% | -27.1% |
| 1Y | -27.2% | -47.0% | +19.8% | -26.6% |
| All | -45.5% | +134.3% | -179.8% | -53.6% |
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