-34.0%
ORCL vs PLTU
+90.0%
-124.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -19.6% | +12.7% | -3.3% |
| 7D | -17.5% | -39.1% | +21.6% | -9.9% |
| 30D | -20.2% | -37.6% | +17.4% | -13.5% |
| 3M | -19.9% | -12.7% | -7.2% | -19.3% |
| 6M | -37.4% | +1.7% | -39.1% | -40.9% |
| YTD | -40.1% | -48.8% | +8.6% | -37.9% |
| 1Y | -53.4% | -56.2% | +2.8% | -50.7% |
| All | -34.0% | +90.0% | -124.0% | -51.6% |
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