+122.7%
PLTU vs COO
-36.1%
+158.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.2% | +5.4% | +0.9% |
| 7D | -0.8% | -9.0% | +8.2% | +1.9% |
| 30D | -8.8% | -16.8% | +8.0% | -4.2% |
| 3M | +41.7% | -7.5% | +49.2% | +45.2% |
| 6M | -9.3% | -16.3% | +7.0% | -4.2% |
| YTD | -35.2% | -22.5% | -12.7% | -30.2% |
| 1Y | -29.5% | -7.0% | -22.5% | -28.6% |
| All | +122.7% | -36.1% | +158.8% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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