+18.2%
O vs PLTU
+121.9%
-103.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | -0.8% |
| 7D | -0.4% | +9.0% | -9.4% | -0.3% |
| 30D | +7.1% | -33.0% | +40.1% | +6.9% |
| 3M | -5.2% | -19.0% | +13.7% | -5.3% |
| 6M | -1.8% | +30.4% | -32.2% | -1.5% |
| YTD | +9.1% | -40.2% | +49.2% | +9.4% |
| 1Y | +9.7% | -37.8% | +47.5% | +10.0% |
| All | +18.2% | +121.9% | -103.7% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling