+30.1%
PLD vs PLTU
+154.0%
-123.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.0% | +8.3% | -0.6% |
| 7D | -2.4% | -13.6% | +11.2% | -2.2% |
| 30D | -2.4% | +16.7% | -19.1% | -2.8% |
| 3M | -3.8% | +29.6% | -33.4% | -4.5% |
| 6M | 0.0% | -0.1% | +0.1% | -0.4% |
| YTD | +9.2% | -31.5% | +40.7% | +9.8% |
| 1Y | +25.9% | -19.7% | +45.6% | +24.6% |
| All | +30.1% | +154.0% | -123.9% | +14.5% |
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 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