+135.5%
PLTU vs FIVE
+128.3%
+7.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +5.1% | -14.1% | -12.0% |
| 7D | -13.6% | +4.3% | -17.8% | -16.0% |
| 30D | +16.7% | +12.5% | +4.2% | +7.8% |
| 3M | +29.6% | +31.2% | -1.7% | +9.1% |
| 6M | -0.1% | +14.4% | -14.5% | -9.4% |
| YTD | -31.5% | +33.9% | -65.4% | -43.1% |
| 1Y | -19.7% | +65.1% | -84.8% | -40.9% |
| All | +135.5% | +128.3% | +7.2% | -2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling