-32.5%
OPEN vs PLTU
+126.1%
-158.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +11.1% | -10.4% | -0.8% |
| 7D | -21.7% | -11.7% | -9.9% | -20.7% |
| 30D | -36.5% | -36.9% | +0.4% | -32.9% |
| 3M | -59.5% | -10.9% | -48.6% | -59.5% |
| 6M | -71.9% | +18.0% | -89.8% | -73.7% |
| YTD | -75.8% | -39.0% | -36.8% | -76.0% |
| 1Y | -78.5% | -41.5% | -37.0% | -78.6% |
| All | -32.5% | +126.1% | -158.7% | -51.0% |
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 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