+117.2%
PLTU vs FIVE
+127.0%
-9.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.3% | +4.9% |
| 7D | -0.9% | -0.5% | -0.4% | 0.0% |
| 30D | -34.7% | +17.4% | -52.1% | -40.2% |
| 3M | -10.8% | +7.0% | -17.8% | -15.2% |
| 6M | +24.1% | +20.5% | +3.6% | +9.5% |
| YTD | -36.8% | +33.1% | -69.9% | -47.4% |
| 1Y | -47.0% | +67.1% | -114.1% | -61.2% |
| All | +117.2% | +127.0% | -9.7% | -9.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling