+51.6%
PBR vs PLTU
+121.9%
-70.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +1.4% |
| 7D | -1.0% | +9.0% | -10.1% | -1.2% |
| 30D | -29.3% | -33.0% | +3.7% | -29.0% |
| 3M | +5.5% | -19.0% | +24.5% | +5.6% |
| 6M | -2.9% | +30.4% | -33.3% | -4.2% |
| YTD | +61.5% | -40.2% | +101.6% | +62.7% |
| 1Y | +46.9% | -37.8% | +84.6% | +47.4% |
| All | +51.6% | +121.9% | -70.3% | +41.6% |
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 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