-75.2%
LULU vs PLTU
+133.3%
-208.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | -1.6% | -8.1% | +6.5% | -1.0% |
| 30D | -18.1% | -7.0% | -11.1% | -17.8% |
| 3M | -18.8% | +40.0% | -58.8% | -21.7% |
| 6M | -39.2% | -6.0% | -33.2% | -40.2% |
| YTD | -52.4% | -37.1% | -15.3% | -52.3% |
| 1Y | -40.3% | -33.1% | -7.2% | -41.1% |
| All | -75.2% | +133.3% | -208.6% | -78.6% |
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