-35.9%
PNR vs PLTU
+121.9%
-157.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.4% |
| 7D | +0.3% | +9.0% | -8.8% | 0.0% |
| 30D | +31.7% | -33.0% | +64.7% | +33.2% |
| 3M | +2.6% | -19.0% | +21.6% | +2.8% |
| 6M | -6.4% | +30.4% | -36.8% | -8.9% |
| YTD | -33.4% | -40.2% | +6.7% | -33.3% |
| 1Y | -35.1% | -37.8% | +2.7% | -35.2% |
| All | -35.9% | +121.9% | -157.8% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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