+72.9%
PBR vs PLTU
-47.9%
+120.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.5% | -2.5% | -7.1% |
| 7D | -11.0% | -24.5% | +13.5% | -11.5% |
| 30D | -18.8% | -20.2% | +1.4% | -19.1% |
| 3M | +7.8% | +3.1% | +4.8% | +8.1% |
| 6M | -7.6% | +8.7% | -16.3% | -6.0% |
| YTD | +72.7% | -36.2% | +108.9% | +75.5% |
| 1Y | +72.9% | -47.1% | +120.1% | +77.3% |
| All | +72.9% | -47.9% | +120.9% | +77.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling