+14.2%
LNT vs PLTU
-47.9%
+62.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.5% | +6.8% | +2.2% |
| 7D | +7.2% | -24.5% | +31.7% | +6.4% |
| 30D | +15.6% | -20.2% | +35.8% | +15.0% |
| 3M | +5.2% | +3.1% | +2.1% | +5.4% |
| 6M | +1.7% | +8.7% | -7.1% | +2.5% |
| YTD | +17.0% | -36.2% | +53.3% | +17.3% |
| 1Y | +14.2% | -47.1% | +61.4% | +14.4% |
| All | +14.2% | -47.9% | +62.2% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling