-45.7%
PLTU vs FIVE
+55.9%
-101.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.4% | +7.5% | +7.3% |
| 7D | -25.3% | -0.3% | -25.1% | -24.8% |
| 30D | -34.5% | +17.7% | -52.1% | -40.0% |
| 3M | -3.4% | +4.0% | -7.3% | -7.1% |
| 6M | +12.4% | +2.6% | +9.8% | +9.4% |
| YTD | -45.1% | +27.6% | -72.7% | -55.9% |
| 1Y | -45.7% | +59.9% | -105.6% | -64.7% |
| All | -45.7% | +55.9% | -101.5% | -64.7% |
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