+76.7%
PBR vs PLTU
+129.7%
-53.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.4% | +6.5% | +2.2% |
| 7D | +4.2% | -17.7% | +22.0% | +4.6% |
| 30D | +22.7% | -12.5% | +35.3% | +22.9% |
| 3M | +21.5% | +39.5% | -18.0% | +20.1% |
| 6M | +24.0% | -7.0% | +31.0% | +23.8% |
| YTD | +88.2% | -38.1% | +126.3% | +89.9% |
| 1Y | +74.8% | -36.0% | +110.8% | +74.8% |
| All | +76.7% | +129.7% | -53.0% | +65.2% |
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