+63.9%
M vs PLTU
+126.1%
-62.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +11.1% | -3.0% | +7.4% |
| 7D | +2.5% | -11.7% | +14.3% | +3.2% |
| 30D | +10.1% | -36.9% | +47.0% | +12.7% |
| 3M | -0.9% | -10.9% | +10.0% | -1.0% |
| 6M | +30.2% | +18.0% | +12.2% | +25.8% |
| YTD | +16.3% | -39.0% | +55.3% | +16.4% |
| 1Y | +27.0% | -41.5% | +68.5% | +26.8% |
| All | +63.9% | +126.1% | -62.2% | +24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling