+165.2%
PBF vs PLTU
+140.2%
+25.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +1.4% | -0.8% | +2.1% | +1.3% |
| 30D | +15.8% | -8.8% | +24.6% | +16.2% |
| 3M | +90.3% | +41.7% | +48.6% | +83.8% |
| 6M | +102.8% | -9.3% | +112.1% | +100.0% |
| YTD | +187.3% | -35.2% | +222.6% | +188.1% |
| 1Y | +161.8% | -29.5% | +191.3% | +156.7% |
| All | +165.2% | +140.2% | +25.0% | +116.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling