+4.5%
ON vs PLTU
+121.9%
-117.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -3.3% |
| 7D | +12.2% | +9.0% | +3.2% | +11.5% |
| 30D | -3.1% | -33.0% | +29.9% | -0.2% |
| 3M | -12.9% | -19.0% | +6.1% | -11.9% |
| 6M | -38.6% | +30.4% | -69.0% | -41.4% |
| YTD | +31.2% | -40.2% | +71.4% | +33.3% |
| 1Y | +47.6% | -37.8% | +85.4% | +48.4% |
| All | +4.5% | +121.9% | -117.4% | -27.3% |
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