-34.7%
OPEN vs PLTU
+134.3%
-169.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.3% | -0.1% | +3.6% |
| 7D | -31.1% | -0.9% | -30.1% | -31.2% |
| 30D | -34.7% | -34.7% | 0.0% | -31.3% |
| 3M | -61.9% | -10.8% | -51.1% | -61.9% |
| 6M | -71.9% | +24.1% | -95.9% | -73.9% |
| YTD | -76.6% | -36.8% | -39.8% | -76.9% |
| 1Y | -83.9% | -47.0% | -36.9% | -83.9% |
| All | -34.7% | +134.3% | -169.0% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling