-76.1%
PLTD vs PLTU
+89.4%
-165.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.1% | -10.3% | +0.4% |
| 7D | +13.7% | -25.3% | +39.1% | +0.2% |
| 30D | +18.4% | -34.5% | +52.9% | +0.6% |
| 3M | -7.5% | -3.4% | -4.1% | +1.1% |
| 6M | -31.3% | +12.4% | -43.7% | +1.2% |
| YTD | -15.4% | -45.1% | +29.7% | +1.9% |
| 1Y | -18.4% | -45.7% | +27.3% | +3.0% |
| All | -76.1% | +89.4% | -165.5% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling