-9.3%
ORCL vs PLTU
+154.0%
-163.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.0% | +12.1% | +4.7% |
| 7D | +5.3% | -13.6% | +18.8% | +7.6% |
| 30D | +10.0% | +16.7% | -6.7% | +6.0% |
| 3M | -32.6% | +29.6% | -62.1% | -38.3% |
| 6M | +4.9% | -0.1% | +5.0% | -0.8% |
| YTD | -17.8% | -31.5% | +13.8% | -18.4% |
| 1Y | -28.0% | -19.7% | -8.3% | -31.6% |
| All | -9.3% | +154.0% | -163.4% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling