-9.9%
LOW vs PLTU
+134.3%
-144.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | -0.2% |
| 7D | +1.0% | -0.9% | +1.9% | +0.9% |
| 30D | +25.6% | -34.7% | +60.3% | +26.3% |
| 3M | +5.3% | -10.8% | +16.1% | +5.2% |
| 6M | +3.7% | +24.1% | -20.3% | +2.4% |
| YTD | -1.9% | -36.8% | +35.0% | -2.2% |
| 1Y | +0.6% | -47.0% | +47.6% | +0.6% |
| All | -9.9% | +134.3% | -144.2% | -17.1% |
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