+29.6%
LUV vs PLTU
-18.5%
+48.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -9.0% | +11.3% | +2.5% |
| 7D | +0.4% | -13.6% | +14.0% | +0.7% |
| 30D | -18.4% | +16.7% | -35.1% | -18.9% |
| 3M | -3.2% | +29.6% | -32.8% | -4.5% |
| 6M | -14.8% | -0.1% | -14.7% | -15.6% |
| YTD | -2.9% | -31.5% | +28.7% | -2.5% |
| 1Y | +29.6% | -19.7% | +49.3% | +32.8% |
| All | +29.6% | -18.5% | +48.1% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling