+6.1%
PFGC vs PLTU
+129.7%
-123.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.0% | -1.2% |
| 7D | -4.8% | -17.7% | +12.9% | -4.2% |
| 30D | -17.2% | -12.5% | -4.7% | -16.9% |
| 3M | -6.3% | +39.5% | -45.8% | -8.5% |
| 6M | +8.8% | -7.0% | +15.8% | +7.7% |
| YTD | +4.9% | -38.1% | +43.0% | +5.7% |
| 1Y | -9.5% | -36.0% | +26.5% | -10.0% |
| All | +6.1% | +129.7% | -123.6% | -8.0% |
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