+13.9%
PFGC vs PLTU
-45.6%
+59.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | +15.0% | -9.2% | +24.2% | +14.9% |
| 30D | +17.0% | -37.3% | +54.3% | +16.7% |
| 3M | -2.5% | -14.7% | +12.2% | -2.6% |
| 6M | +19.2% | +17.3% | +1.9% | +18.9% |
| YTD | +23.4% | -39.4% | +62.9% | +23.6% |
| 1Y | +13.9% | -50.6% | +64.4% | +13.5% |
| All | +13.9% | -45.6% | +59.5% | +13.5% |
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 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