+50.7%
P vs PLTU
+90.0%
-39.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -19.6% | +3.2% | -12.8% |
| 7D | -31.9% | -39.1% | +7.2% | -25.3% |
| 30D | -36.5% | -37.6% | +1.1% | -30.7% |
| 3M | +11.6% | -12.7% | +24.3% | +13.9% |
| 6M | +25.2% | +1.7% | +23.5% | +19.2% |
| YTD | +39.4% | -48.8% | +88.2% | +46.3% |
| 1Y | -3.7% | -56.2% | +52.5% | +2.9% |
| All | +50.7% | +90.0% | -39.3% | +3.2% |
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 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