+66.3%
PBR vs PLTU
+154.0%
-87.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.0% | +7.1% | -1.8% |
| 7D | +8.6% | -13.6% | +22.2% | +8.8% |
| 30D | +12.8% | +16.7% | -3.9% | +12.4% |
| 3M | +14.7% | +29.6% | -14.9% | +13.8% |
| 6M | +25.2% | -0.1% | +25.3% | +24.9% |
| YTD | +77.1% | -31.5% | +108.7% | +78.4% |
| 1Y | +69.6% | -19.7% | +89.3% | +68.3% |
| All | +66.3% | +154.0% | -87.7% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling