+42.9%
LLY vs PLTU
+142.1%
-99.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.7% | +2.5% | -2.1% |
| 7D | -3.1% | -11.6% | +8.5% | -2.8% |
| 30D | -5.1% | -4.6% | -0.5% | -5.1% |
| 3M | -2.1% | +33.7% | -35.8% | -3.9% |
| 6M | +13.8% | -9.4% | +23.2% | +12.9% |
| YTD | +5.1% | -34.7% | +39.8% | +5.6% |
| 1Y | +53.1% | -23.2% | +76.3% | +50.1% |
| All | +42.9% | +142.1% | -99.2% | +25.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling