0.0%
PPL vs PLTU
-45.3%
+45.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.1% | -11.4% | 0.0% |
| 7D | -1.2% | -11.7% | +10.5% | -1.4% |
| 30D | +4.2% | -36.9% | +41.2% | +3.4% |
| 3M | +1.5% | -10.9% | +12.4% | +1.4% |
| 6M | +1.0% | +18.0% | -16.9% | +2.0% |
| YTD | +4.4% | -39.0% | +43.4% | +4.1% |
| All | 0.0% | -45.3% | +45.3% | -0.5% |
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