+113.0%
PLTU vs EXEL
+62.6%
+50.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.8% | -3.8% |
| 7D | -17.7% | -2.9% | -14.9% | -16.8% |
| 30D | -12.5% | +11.9% | -24.4% | -16.6% |
| 3M | +39.5% | +9.2% | +30.3% | +34.7% |
| 6M | -7.0% | +39.1% | -46.1% | -19.8% |
| YTD | -38.1% | +31.0% | -69.1% | -45.3% |
| 1Y | -36.0% | +52.3% | -88.3% | -47.5% |
| All | +113.0% | +62.6% | +50.4% | +68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling