+16.3%
PPL vs PLTU
+90.0%
-73.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -19.6% | +20.4% | +0.7% |
| 7D | +1.0% | -39.1% | +40.1% | +0.8% |
| 30D | +6.8% | -37.6% | +44.4% | +6.6% |
| 3M | +3.9% | -12.7% | +16.6% | +3.7% |
| 6M | -2.0% | +1.7% | -3.8% | -2.0% |
| YTD | +5.3% | -48.8% | +54.0% | +5.5% |
| 1Y | +2.2% | -56.2% | +58.3% | +2.4% |
| All | +16.3% | +90.0% | -73.8% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling