-7.4%
PEG vs PLTU
+131.7%
-139.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | +2.3% | +21.9% | -19.6% | +2.0% |
| 30D | +6.1% | -35.3% | +41.4% | +6.7% |
| 3M | -0.5% | -7.7% | +7.2% | -0.7% |
| 6M | -3.2% | +24.2% | -27.4% | -4.4% |
| YTD | -4.4% | -37.5% | +33.1% | -3.9% |
| 1Y | -7.4% | -43.6% | +36.2% | -6.7% |
| All | -7.4% | +131.7% | -139.1% | -19.8% |
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