+166.1%
PBF vs PLTU
+142.1%
+23.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.7% | +7.9% | +3.6% |
| 7D | +2.4% | -11.6% | +14.0% | +3.0% |
| 30D | +24.9% | -4.6% | +29.5% | +25.0% |
| 3M | +81.9% | +33.7% | +48.1% | +76.5% |
| 6M | +79.4% | -9.4% | +88.8% | +76.9% |
| YTD | +188.3% | -34.7% | +223.0% | +188.9% |
| 1Y | +177.3% | -23.2% | +200.5% | +169.6% |
| All | +166.1% | +142.1% | +23.9% | +117.5% |
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