+113.0%
PLTU vs USFR
+7.4%
+105.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.2% |
| 7D | -17.7% | +0.1% | -17.8% | -17.1% |
| 30D | -12.5% | +0.3% | -12.8% | -10.1% |
| 3M | +39.5% | +1.0% | +38.5% | +40.5% |
| 6M | -7.0% | +1.9% | -8.9% | -10.8% |
| YTD | -38.1% | +2.7% | -40.7% | -45.7% |
| 1Y | -36.0% | +4.0% | -40.0% | -53.7% |
| All | +113.0% | +7.4% | +105.6% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 10y: compounded portfolio wealth divided by compounded USFR 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…
10y analysis · Full analysis span regression · 6 months rolling