-29.5%
PLTU vs TXT
-3.0%
-26.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | -0.8% | +0.8% | -1.6% | -1.2% |
| 30D | -8.8% | -10.4% | +1.6% | -3.7% |
| 3M | +41.7% | -14.3% | +56.0% | +51.6% |
| 6M | -9.3% | -15.1% | +5.8% | -2.1% |
| YTD | -35.2% | -8.3% | -26.9% | -34.0% |
| 1Y | -29.5% | -0.7% | -28.8% | -28.3% |
| All | -29.5% | -3.0% | -26.5% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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