+14.3%
PPL vs PLTU
+134.3%
-120.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.2% | -0.9% |
| 7D | -1.0% | -0.9% | 0.0% | -0.9% |
| 30D | +3.0% | -34.7% | +37.7% | +2.9% |
| 3M | +1.1% | -10.8% | +11.9% | +1.1% |
| 6M | -0.8% | +24.1% | -24.8% | -0.6% |
| YTD | +3.5% | -36.8% | +40.3% | +3.8% |
| 1Y | -0.9% | -47.0% | +46.1% | -0.5% |
| All | +14.3% | +134.3% | -120.0% | +11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling