+26.9%
NDAQ vs PLTU
-45.6%
+72.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.4% |
| 7D | +2.9% | -9.2% | +12.1% | +3.2% |
| 30D | +17.5% | -37.3% | +54.8% | +19.9% |
| 3M | +15.4% | -14.7% | +30.1% | +15.6% |
| 6M | +24.6% | +17.3% | +7.3% | +21.5% |
| YTD | +14.4% | -39.4% | +53.8% | +13.2% |
| 1Y | +26.9% | -50.6% | +77.5% | +26.2% |
| All | +26.9% | -45.6% | +72.6% | +26.2% |
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