+36.5%
NDAQ vs PLTU
+126.1%
-89.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +11.1% | -9.8% | +0.6% |
| 7D | -0.1% | -11.7% | +11.6% | +0.5% |
| 30D | +15.9% | -36.9% | +52.8% | +18.6% |
| 3M | +15.1% | -10.9% | +26.0% | +15.0% |
| 6M | +22.9% | +18.0% | +4.9% | +18.9% |
| YTD | +12.8% | -39.0% | +51.9% | +12.3% |
| 1Y | +26.0% | -41.5% | +67.5% | +25.2% |
| All | +36.5% | +126.1% | -89.7% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling