-75.1%
LULU vs PLTU
+140.2%
-215.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.3% |
| 7D | -16.9% | -0.8% | -16.2% | -16.8% |
| 30D | -22.0% | -8.8% | -13.2% | -21.6% |
| 3M | -17.8% | +41.7% | -59.5% | -20.9% |
| 6M | -41.3% | -9.3% | -32.0% | -42.1% |
| YTD | -52.0% | -35.2% | -16.8% | -52.0% |
| 1Y | -39.8% | -29.5% | -10.3% | -40.8% |
| All | -75.1% | +140.2% | -215.3% | -78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling