+114.8%
PLTU vs COO
-37.4%
+152.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | +21.9% | -2.1% | +24.0% | +22.5% |
| 30D | -35.3% | +13.9% | -49.2% | -37.5% |
| 3M | -7.7% | -18.9% | +11.2% | -2.5% |
| 6M | +24.2% | +3.7% | +20.5% | +22.8% |
| YTD | -37.5% | -24.1% | -13.4% | -32.5% |
| 1Y | -43.6% | -14.2% | -29.4% | -41.2% |
| All | +114.8% | -37.4% | +152.2% | +120.1% |
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