+21.9%
O vs PLTU
+154.0%
-132.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.0% | +8.2% | -0.8% |
| 7D | -0.7% | -13.6% | +12.8% | -0.8% |
| 30D | -1.9% | +16.7% | -18.6% | -1.8% |
| 3M | +3.8% | +29.6% | -25.7% | +4.2% |
| 6M | -4.7% | -0.1% | -4.6% | -4.5% |
| YTD | +12.5% | -31.5% | +44.0% | +13.0% |
| 1Y | +10.8% | -19.7% | +30.6% | +11.2% |
| All | +21.9% | +154.0% | -132.2% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling