-77.8%
PLTD vs PLTU
+118.1%
-195.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.2% | +0.2% |
| 7D | -1.6% | -0.9% | -0.6% | +0.2% |
| 30D | +18.5% | -34.7% | +53.2% | +0.5% |
| 3M | -2.4% | -10.8% | +8.3% | +1.4% |
| 6M | -34.6% | +24.1% | -58.7% | +1.6% |
| YTD | -21.4% | -36.8% | +15.4% | +2.1% |
| 1Y | -16.8% | -47.0% | +30.2% | +3.1% |
| All | -77.8% | +118.1% | -195.9% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling