-11.1%
PATH vs PLTU
+90.0%
-101.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -19.6% | +15.9% | +0.1% |
| 7D | -5.6% | -39.1% | +33.5% | +3.3% |
| 30D | -0.7% | -37.6% | +36.9% | +7.7% |
| 3M | -5.9% | -12.7% | +6.9% | -4.5% |
| 6M | +21.6% | +1.7% | +19.9% | +16.1% |
| YTD | -20.6% | -48.8% | +28.1% | -17.3% |
| 1Y | -10.6% | -56.2% | +45.6% | -5.6% |
| All | -11.1% | +90.0% | -101.2% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling