-2.0%
PCAR vs PLTU
+131.7%
-133.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.6% |
| 7D | +2.1% | +21.9% | -19.8% | +1.6% |
| 30D | -1.2% | -35.3% | +34.1% | -0.3% |
| 3M | -18.6% | -7.7% | -10.9% | -18.7% |
| 6M | -5.1% | +24.2% | -29.3% | -6.7% |
| YTD | -1.8% | -37.5% | +35.8% | -1.9% |
| 1Y | +10.6% | -43.6% | +54.2% | +10.8% |
| All | -2.0% | +131.7% | -133.6% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling