-24.0%
LOW vs PLTU
+129.7%
-153.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.9% |
| 7D | -2.6% | -17.7% | +15.1% | -2.3% |
| 30D | -11.1% | -12.5% | +1.4% | -11.0% |
| 3M | -8.5% | +39.5% | -48.0% | -9.4% |
| 6M | -20.8% | -7.0% | -13.9% | -21.4% |
| YTD | -17.2% | -38.1% | +20.9% | -17.2% |
| 1Y | -24.7% | -36.0% | +11.3% | -25.2% |
| All | -24.0% | +129.7% | -153.7% | -29.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling