+31.4%
PFE vs PLTU
+103.5%
-72.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.1% | -8.7% | -1.7% |
| 7D | -3.7% | -25.3% | +21.6% | -3.4% |
| 30D | +5.0% | -34.5% | +39.5% | +5.3% |
| 3M | +12.2% | -3.4% | +15.5% | +11.9% |
| 6M | +14.6% | +12.4% | +2.2% | +13.7% |
| YTD | +24.1% | -45.1% | +69.3% | +24.1% |
| 1Y | +26.6% | -45.7% | +72.2% | +26.3% |
| All | +31.4% | +103.5% | -72.1% | +28.5% |
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