+35.8%
PH vs PLTU
+103.5%
-67.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.1% | -4.2% | +2.5% |
| 7D | +2.0% | -25.3% | +27.3% | +3.4% |
| 30D | -3.7% | -34.5% | +30.8% | -1.9% |
| 3M | -14.0% | -3.4% | -10.7% | -14.3% |
| 6M | +2.1% | +12.4% | -10.3% | -0.5% |
| YTD | +5.1% | -45.1% | +50.2% | +6.7% |
| 1Y | +10.9% | -45.7% | +56.6% | +12.0% |
| All | +35.8% | +103.5% | -67.7% | +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 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