+6.9%
LUMN vs PLTU
+133.3%
-126.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.6% |
| 7D | +2.5% | -8.1% | +10.7% | +4.0% |
| 30D | +10.3% | -7.0% | +17.4% | +10.7% |
| 3M | -18.3% | +40.0% | -58.3% | -27.1% |
| 6M | +4.4% | -6.0% | +10.3% | -1.4% |
| YTD | -10.7% | -37.1% | +26.4% | -9.3% |
| 1Y | +14.0% | -33.1% | +47.1% | +13.2% |
| All | +6.9% | +133.3% | -126.4% | -29.7% |
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