-19.7%
PLTU vs EXEL
+59.2%
-79.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.2% | -8.8% | -9.0% |
| 7D | -13.6% | +8.4% | -22.0% | -15.2% |
| 30D | +16.7% | +4.1% | +12.6% | +15.2% |
| 3M | +29.6% | +12.4% | +17.1% | +26.3% |
| 6M | -0.1% | +41.5% | -41.6% | -8.6% |
| YTD | -31.5% | +34.6% | -66.1% | -36.6% |
| 1Y | -19.7% | +57.9% | -77.6% | -21.7% |
| All | -19.7% | +59.2% | -79.0% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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