+135.5%
PLTU vs TXT
-4.1%
+139.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.4% | -8.6% | -8.6% |
| 7D | -13.6% | -4.8% | -8.8% | -9.2% |
| 30D | +16.7% | -10.6% | +27.3% | +30.3% |
| 3M | +29.6% | -13.2% | +42.7% | +49.8% |
| 6M | -0.1% | -20.3% | +20.2% | +23.5% |
| YTD | -31.5% | -9.3% | -22.3% | -29.8% |
| 1Y | -19.7% | -2.7% | -17.0% | -26.2% |
| All | +135.5% | -4.1% | +139.6% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling