+114.8%
PLTU vs RACE
-7.6%
+122.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | +0.8% |
| 7D | +21.9% | -4.0% | +25.9% | +25.8% |
| 30D | -35.3% | +3.5% | -38.8% | -37.2% |
| 3M | -7.7% | -0.4% | -7.3% | -7.3% |
| 6M | +24.2% | +23.2% | +1.1% | +6.3% |
| YTD | -37.5% | +11.0% | -48.5% | -43.9% |
| 1Y | -43.6% | -2.2% | -41.3% | -41.7% |
| All | +114.8% | -7.6% | +122.4% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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