+13.4%
PFGC vs PLTU
-47.9%
+61.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -4.5% | +18.0% | +13.5% |
| 7D | +13.9% | -24.5% | +38.4% | +13.7% |
| 30D | +18.4% | -20.2% | +38.5% | +18.2% |
| 3M | -2.5% | +3.1% | -5.6% | -2.6% |
| 6M | +26.0% | +8.7% | +17.3% | +26.0% |
| YTD | +21.9% | -36.2% | +58.1% | +22.2% |
| 1Y | +13.4% | -47.1% | +60.5% | +13.6% |
| All | +13.4% | -47.9% | +61.3% | +13.6% |
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 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