+1.7%
PPL vs PLTU
-47.9%
+49.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | -0.1% |
| 7D | +1.8% | -24.5% | +26.3% | +1.2% |
| 30D | +8.4% | -20.2% | +28.6% | +8.0% |
| 3M | +2.4% | +3.1% | -0.7% | +2.4% |
| 6M | -4.0% | +8.7% | -12.7% | -3.3% |
| YTD | +4.5% | -36.2% | +40.7% | +4.6% |
| 1Y | +1.7% | -47.1% | +48.9% | +1.9% |
| All | +1.7% | -47.9% | +49.7% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling