-47.1%
PLTU vs FIVE
+63.3%
-110.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.7% | -11.2% | -8.4% |
| 7D | -24.5% | +7.5% | -32.0% | -27.8% |
| 30D | -20.2% | +16.7% | -36.9% | -27.5% |
| 3M | +3.1% | +13.4% | -10.3% | -7.5% |
| 6M | +8.7% | +9.0% | -0.3% | +0.7% |
| YTD | -36.2% | +33.8% | -70.0% | -52.7% |
| 1Y | -47.1% | +61.2% | -108.3% | -69.4% |
| All | -47.1% | +63.3% | -110.4% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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