+8.9%
PFGC vs PLTU
+142.1%
-133.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -1.7% |
| 7D | -2.4% | -11.6% | +9.2% | -2.1% |
| 30D | -15.8% | -4.6% | -11.1% | -15.8% |
| 3M | -0.6% | +33.7% | -34.3% | -2.7% |
| 6M | +10.7% | -9.4% | +20.1% | +9.8% |
| YTD | +7.6% | -34.7% | +42.4% | +8.2% |
| 1Y | -7.8% | -23.2% | +15.4% | -9.3% |
| All | +8.9% | +142.1% | -133.3% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling