+14.6%
PHM vs PLTU
-47.9%
+62.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -4.5% | +11.6% | +7.1% |
| 7D | +13.6% | -24.5% | +38.1% | +13.4% |
| 30D | +19.3% | -20.2% | +39.5% | +19.1% |
| 3M | +3.5% | +3.1% | +0.4% | +3.3% |
| 6M | +18.6% | +8.7% | +9.8% | +18.6% |
| YTD | +16.7% | -36.2% | +53.0% | +17.8% |
| 1Y | +14.6% | -47.1% | +61.8% | +16.5% |
| All | +14.6% | -47.9% | +62.6% | +16.5% |
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