+122.7%
PLTU vs FIVE
+123.7%
-1.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | +0.8% |
| 7D | -0.8% | +1.7% | -2.4% | -2.3% |
| 30D | -8.8% | +5.0% | -13.8% | -12.4% |
| 3M | +41.7% | +29.5% | +12.2% | +20.3% |
| 6M | -9.3% | +12.4% | -21.7% | -16.8% |
| YTD | -35.2% | +31.2% | -66.4% | -45.6% |
| 1Y | -29.5% | +72.9% | -102.3% | -49.2% |
| All | +122.7% | +123.7% | -1.0% | -6.4% |
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