+24.2%
PLD vs PLTU
+124.7%
-100.5%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | +0.8% | -9.2% | +10.0% | +0.9% |
| 30D | +0.5% | -37.3% | +37.8% | +1.3% |
| 3M | -5.5% | -14.7% | +9.2% | -5.4% |
| 6M | -8.3% | +17.3% | -25.6% | -9.2% |
| YTD | +4.3% | -39.4% | +43.7% | +5.0% |
| 1Y | +7.4% | -50.6% | +58.0% | +8.9% |
| All | +24.2% | +124.7% | -100.5% | +9.4% |
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