+13.7%
PPL vs PLTU
+131.7%
-117.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | -2.2% | +21.9% | -24.1% | -2.1% |
| 30D | +1.7% | -35.3% | +37.0% | +1.5% |
| 3M | +0.1% | -7.7% | +7.8% | +0.1% |
| 6M | -1.5% | +24.2% | -25.8% | -1.4% |
| YTD | +3.0% | -37.5% | +40.5% | +3.3% |
| 1Y | -1.4% | -43.6% | +42.1% | -1.1% |
| All | +13.7% | +131.7% | -117.9% | +10.7% |
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 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