+12.5%
PPL vs PLTU
+154.0%
-141.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.0% | +9.0% | 0.0% |
| 7D | +2.7% | -13.6% | +16.2% | +2.6% |
| 30D | +0.5% | +16.7% | -16.2% | +0.5% |
| 3M | +0.7% | +29.6% | -28.9% | +0.9% |
| 6M | -7.6% | -0.1% | -7.5% | -7.4% |
| YTD | +1.8% | -31.5% | +33.3% | +2.2% |
| 1Y | -0.8% | -19.7% | +19.0% | -0.7% |
| All | +12.5% | +154.0% | -141.5% | +9.5% |
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 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