-22.4%
LOW vs PLTU
+142.1%
-164.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.7% |
| 7D | +0.4% | -11.6% | +12.0% | +0.5% |
| 30D | -10.1% | -4.6% | -5.5% | -10.1% |
| 3M | -2.9% | +33.7% | -36.6% | -3.8% |
| 6M | -19.4% | -9.4% | -10.0% | -19.9% |
| YTD | -15.4% | -34.7% | +19.3% | -15.5% |
| 1Y | -24.9% | -23.2% | -1.7% | -25.8% |
| All | -22.4% | +142.1% | -164.5% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling