+135.5%
PLTU vs RACE
-6.6%
+142.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.9% | -7.1% | -7.5% |
| 7D | -13.6% | -2.5% | -11.1% | -11.5% |
| 30D | +16.7% | +0.8% | +15.9% | +16.6% |
| 3M | +29.6% | +17.2% | +12.4% | +15.5% |
| 6M | -0.1% | +13.6% | -13.7% | -9.4% |
| YTD | -31.5% | +12.2% | -43.7% | -38.9% |
| 1Y | -19.7% | -16.3% | -3.5% | -2.1% |
| All | +135.5% | -6.6% | +142.1% | +81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling