-13.0%
PAYX vs PLTU
+129.7%
-142.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.7% | +0.6% |
| 7D | -7.9% | -17.7% | +9.8% | -7.2% |
| 30D | -5.0% | -12.5% | +7.5% | -4.6% |
| 3M | +15.1% | +39.5% | -24.4% | +12.7% |
| 6M | +23.9% | -7.0% | +30.9% | +22.4% |
| YTD | +6.2% | -38.1% | +44.2% | +5.6% |
| 1Y | -9.6% | -36.0% | +26.4% | -10.7% |
| All | -13.0% | +129.7% | -142.7% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling