-40.9%
OPEN vs PLTU
+131.7%
-172.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.1% | -8.4% | -9.4% |
| 7D | -31.0% | +21.9% | -52.9% | -33.1% |
| 30D | -41.5% | -35.3% | -6.2% | -38.3% |
| 3M | -64.6% | -7.7% | -56.9% | -64.8% |
| 6M | -73.8% | +24.2% | -98.0% | -75.7% |
| YTD | -78.8% | -37.5% | -41.3% | -79.1% |
| 1Y | -86.8% | -43.6% | -43.3% | -86.9% |
| All | -40.9% | +131.7% | -172.6% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling