-12.6%
PAYX vs PLTU
+133.3%
-145.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.5% |
| 7D | -4.9% | -8.1% | +3.3% | -4.5% |
| 30D | -3.8% | -7.0% | +3.2% | -3.6% |
| 3M | +17.9% | +40.0% | -22.1% | +15.3% |
| 6M | +26.1% | -6.0% | +32.1% | +24.5% |
| YTD | +6.7% | -37.1% | +43.8% | +6.1% |
| 1Y | -10.7% | -33.1% | +22.4% | -12.0% |
| All | -12.6% | +133.3% | -145.9% | -21.2% |
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 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