-19.7%
PLTU vs BOXX
+4.0%
-23.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | 0.0% | -9.1% | -10.6% |
| 7D | -13.6% | +0.1% | -13.6% | -15.3% |
| 30D | +16.7% | +0.4% | +16.3% | +2.9% |
| 3M | +29.6% | +1.0% | +28.5% | -17.1% |
| 6M | -0.1% | +2.0% | -2.1% | -61.9% |
| YTD | -31.5% | +2.6% | -34.1% | -81.7% |
| 1Y | -19.7% | +4.1% | -23.8% | -90.7% |
| All | -19.7% | +4.0% | -23.8% | -90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling