+124.5%
PLTU vs EXEL
+63.2%
+61.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -3.8% |
| 7D | -11.6% | +1.4% | -13.0% | -12.1% |
| 30D | -4.6% | +6.7% | -11.3% | -7.4% |
| 3M | +33.7% | +11.5% | +22.3% | +28.1% |
| 6M | -9.4% | +38.8% | -48.2% | -21.8% |
| YTD | -34.7% | +31.6% | -66.3% | -42.5% |
| 1Y | -23.2% | +53.0% | -76.2% | -37.2% |
| All | +124.5% | +63.2% | +61.3% | +77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling