+9.0%
LMT vs PLTU
+140.2%
-131.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.2% |
| 7D | -1.3% | -0.8% | -0.6% | -1.3% |
| 30D | -12.5% | -8.8% | -3.7% | -12.4% |
| 3M | -0.5% | +41.7% | -42.1% | -1.0% |
| 6M | -20.0% | -9.3% | -10.7% | -20.3% |
| YTD | +10.4% | -35.2% | +45.6% | +10.0% |
| 1Y | +17.7% | -29.5% | +47.2% | +17.2% |
| All | +9.0% | +140.2% | -131.2% | +7.9% |
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