-11.4%
LOW vs PLTU
+121.9%
-133.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.2% |
| 7D | +1.4% | +9.0% | -7.6% | +1.3% |
| 30D | +21.7% | -33.0% | +54.7% | +22.3% |
| 3M | +5.0% | -19.0% | +24.0% | +5.0% |
| 6M | +4.6% | +30.4% | -25.8% | +3.2% |
| YTD | -3.5% | -40.2% | +36.7% | -3.7% |
| 1Y | +0.5% | -37.8% | +38.3% | +0.1% |
| All | -11.4% | +121.9% | -133.3% | -18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling