-12.1%
PG vs PLTU
+129.7%
-141.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.2% |
| 7D | -2.7% | -17.7% | +15.0% | -2.9% |
| 30D | -1.5% | -12.5% | +11.0% | -1.7% |
| 3M | -3.4% | +39.5% | -42.8% | -2.7% |
| 6M | -7.0% | -7.0% | 0.0% | -6.9% |
| YTD | +2.0% | -38.1% | +40.0% | +1.9% |
| 1Y | -6.5% | -36.0% | +29.5% | -6.4% |
| All | -12.1% | +129.7% | -141.8% | -13.3% |
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