+56.0%
P vs PLTU
+103.5%
-47.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.1% | -3.5% | +2.2% |
| 7D | -23.8% | -25.3% | +1.5% | -19.5% |
| 30D | -36.6% | -34.5% | -2.1% | -31.5% |
| 3M | +10.9% | -3.4% | +14.2% | +11.1% |
| 6M | +30.0% | +12.4% | +17.6% | +21.4% |
| YTD | +44.4% | -45.1% | +89.5% | +49.5% |
| 1Y | +3.9% | -45.7% | +49.6% | +6.5% |
| All | +56.0% | +103.5% | -47.5% | +5.5% |
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 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