-8.1%
PATH vs PLTU
-53.1%
+45.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.1% | -7.2% | -1.8% |
| 7D | -5.3% | -25.3% | +20.0% | +1.0% |
| 30D | -0.5% | -34.5% | +34.0% | +8.6% |
| 3M | -7.1% | -3.4% | -3.8% | -7.8% |
| 6M | +23.8% | +12.4% | +11.4% | +14.4% |
| YTD | -20.7% | -45.1% | +24.4% | -17.4% |
| 1Y | -8.1% | -45.7% | +37.6% | -5.0% |
| All | -8.1% | -53.1% | +45.1% | -5.0% |
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