+124.5%
PLTU vs TXT
-3.5%
+128.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -5.3% |
| 7D | -11.6% | -0.2% | -11.4% | -11.3% |
| 30D | -4.6% | -11.1% | +6.4% | +6.7% |
| 3M | +33.7% | -13.0% | +46.7% | +54.1% |
| 6M | -9.4% | -16.2% | +6.8% | +6.0% |
| YTD | -34.7% | -8.7% | -26.0% | -33.5% |
| 1Y | -23.2% | -3.8% | -19.5% | -28.0% |
| All | +124.5% | -3.5% | +128.0% | +50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling