-10.7%
PG vs PLTU
+133.3%
-144.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.6% |
| 7D | -0.8% | -8.1% | +7.3% | -0.9% |
| 30D | +0.8% | -7.0% | +7.9% | +0.8% |
| 3M | -1.3% | +40.0% | -41.3% | -0.7% |
| 6M | -3.8% | -6.0% | +2.2% | -3.7% |
| YTD | +3.6% | -37.1% | +40.7% | +3.5% |
| 1Y | -5.7% | -33.1% | +27.4% | -5.7% |
| All | -10.7% | +133.3% | -144.0% | -11.9% |
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