+27.8%
PCAR vs PLTU
-22.2%
+50.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.7% |
| 7D | 0.0% | -11.6% | +11.6% | +0.2% |
| 30D | -7.7% | -4.6% | -3.1% | -7.7% |
| 3M | +3.7% | +33.7% | -30.0% | +3.1% |
| 6M | +2.3% | -9.4% | +11.7% | +2.1% |
| YTD | +12.8% | -34.7% | +47.5% | +13.3% |
| 1Y | +27.8% | -23.2% | +51.0% | +27.9% |
| All | +27.8% | -22.2% | +50.0% | +27.9% |
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