+51.6%
M vs PLTU
+103.5%
-51.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +7.1% | -11.7% | -5.0% |
| 7D | -4.3% | -25.3% | +21.1% | -2.7% |
| 30D | +1.3% | -34.5% | +35.8% | +3.4% |
| 3M | -7.4% | -3.4% | -4.0% | -8.0% |
| 6M | +18.3% | +12.4% | +5.9% | +14.7% |
| YTD | +7.6% | -45.1% | +52.7% | +8.3% |
| 1Y | +17.4% | -45.7% | +63.1% | +17.7% |
| All | +51.6% | +103.5% | -51.9% | +15.7% |
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 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