+62.2%
M vs PLTU
+121.9%
-59.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.8% |
| 7D | +7.0% | +9.0% | -2.0% | +6.4% |
| 30D | +8.9% | -33.0% | +41.9% | +11.1% |
| 3M | +4.5% | -19.0% | +23.5% | +5.0% |
| 6M | +36.2% | +30.4% | +5.8% | +30.7% |
| YTD | +15.1% | -40.2% | +55.3% | +15.3% |
| 1Y | +27.4% | -37.8% | +65.2% | +26.8% |
| All | +62.2% | +121.9% | -59.7% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling