+19.7%
O vs PLTU
+134.3%
-114.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | +0.1% |
| 7D | +0.6% | -0.9% | +1.5% | +0.6% |
| 30D | +9.4% | -34.7% | +44.1% | +9.2% |
| 3M | -2.4% | -10.8% | +8.4% | -2.4% |
| 6M | -1.9% | +24.1% | -25.9% | -1.6% |
| YTD | +10.5% | -36.8% | +47.3% | +10.9% |
| 1Y | +10.0% | -47.0% | +57.0% | +10.5% |
| All | +19.7% | +134.3% | -114.6% | +16.0% |
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