+122.7%
PLTU vs EXEL
+65.1%
+57.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | -0.8% | -0.3% | -0.4% | -0.6% |
| 30D | -8.8% | +10.1% | -18.9% | -12.5% |
| 3M | +41.7% | +10.1% | +31.6% | +36.3% |
| 6M | -9.3% | +37.7% | -47.0% | -21.3% |
| YTD | -35.2% | +33.1% | -68.3% | -43.2% |
| 1Y | -29.5% | +52.4% | -81.9% | -42.1% |
| All | +122.7% | +65.1% | +57.6% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling