+187.8%
PL vs PLTU
+90.0%
+97.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -19.6% | +9.5% | -5.9% |
| 7D | -20.5% | -39.1% | +18.6% | -11.8% |
| 30D | -38.8% | -37.6% | -1.2% | -32.6% |
| 3M | -49.1% | -12.7% | -36.4% | -48.9% |
| 6M | -69.4% | +1.7% | -71.1% | -71.7% |
| YTD | -42.3% | -48.8% | +6.4% | -39.5% |
| 1Y | -14.2% | -56.2% | +42.0% | -7.5% |
| All | +187.8% | +90.0% | +97.8% | +80.1% |
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