-39.6%
LII vs PLTU
+154.0%
-193.6%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.0% | +10.2% | +1.5% |
| 7D | -0.7% | -13.6% | +12.9% | -0.3% |
| 30D | -12.6% | +16.7% | -29.3% | -13.3% |
| 3M | -24.4% | +29.6% | -54.0% | -25.8% |
| 6M | -28.7% | -0.1% | -28.6% | -29.7% |
| YTD | -19.1% | -31.5% | +12.4% | -19.1% |
| 1Y | -29.7% | -19.7% | -10.0% | -31.0% |
| All | -39.6% | +154.0% | -193.6% | -48.5% |
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 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