-10.4%
PPG vs PLTU
+129.7%
-140.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.8% |
| 7D | -5.1% | -17.7% | +12.6% | -4.6% |
| 30D | -9.6% | -12.5% | +3.0% | -9.3% |
| 3M | -6.4% | +39.5% | -45.9% | -8.1% |
| 6M | +0.5% | -7.0% | +7.5% | -0.6% |
| YTD | +4.4% | -38.1% | +42.5% | +4.5% |
| 1Y | -0.9% | -36.0% | +35.1% | -2.0% |
| All | -10.4% | +129.7% | -140.1% | -20.4% |
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