-46.0%
LII vs PLTU
+131.7%
-177.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.7% |
| 7D | -0.2% | +21.9% | -22.1% | -1.0% |
| 30D | -0.6% | -35.3% | +34.7% | +0.8% |
| 3M | -17.0% | -7.7% | -9.3% | -17.1% |
| 6M | -31.1% | +24.2% | -55.4% | -32.7% |
| YTD | -27.7% | -37.5% | +9.9% | -27.6% |
| 1Y | -26.2% | -43.6% | +17.4% | -25.9% |
| All | -46.0% | +131.7% | -177.6% | -53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling