+25.8%
M vs PLTU
-46.5%
+72.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.3% | -5.2% | -1.0% |
| 7D | -3.3% | -0.9% | -2.4% | -3.3% |
| 30D | +8.1% | -34.7% | +42.8% | +8.6% |
| 3M | +2.2% | -10.8% | +13.0% | +2.1% |
| 6M | +35.1% | +24.1% | +11.1% | +34.0% |
| YTD | +15.8% | -36.8% | +52.7% | +14.9% |
| 1Y | +25.8% | -47.0% | +72.8% | +26.5% |
| All | +25.8% | -46.5% | +72.4% | +26.5% |
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 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