+40.0%
PATH vs PLTU
-18.5%
+58.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -9.0% | -7.6% | -14.4% |
| 7D | -16.3% | -13.6% | -2.7% | -13.4% |
| 30D | +9.9% | +16.7% | -6.8% | +5.7% |
| 3M | +30.2% | +29.6% | +0.6% | +18.0% |
| 6M | +37.2% | -0.1% | +37.3% | +29.3% |
| YTD | -7.3% | -31.5% | +24.2% | -5.9% |
| 1Y | +40.0% | -19.7% | +59.7% | +58.9% |
| All | +40.0% | -18.5% | +58.5% | +58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling