+122.7%
PLTU vs TW
-19.1%
+141.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -0.8% | -0.5% | -0.2% | -0.4% |
| 30D | -8.8% | -0.6% | -8.2% | -8.3% |
| 3M | +41.7% | +3.4% | +38.3% | +39.1% |
| 6M | -9.3% | -18.4% | +9.2% | 0.0% |
| YTD | -35.2% | -3.9% | -31.3% | -34.2% |
| 1Y | -29.5% | -13.3% | -16.2% | -22.1% |
| All | +122.7% | -19.1% | +141.8% | +207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 5y: compounded portfolio wealth divided by compounded TW 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…
5y analysis · Full analysis span regression · 6 months rolling