-2.4%
PEP vs PLTU
+90.0%
-92.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -19.6% | +19.8% | -0.2% |
| 7D | +6.7% | -39.1% | +45.8% | +5.6% |
| 30D | +13.5% | -37.6% | +51.1% | +12.5% |
| 3M | +3.9% | -12.7% | +16.6% | +3.8% |
| 6M | -6.0% | +1.7% | -7.7% | -5.5% |
| YTD | +2.5% | -48.8% | +51.2% | +1.8% |
| 1Y | +3.9% | -56.2% | +60.1% | +3.0% |
| All | -2.4% | +90.0% | -92.5% | +0.9% |
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 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