+15.2%
PPL vs PLTU
+121.9%
-106.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +1.3% |
| 7D | -0.4% | +9.0% | -9.4% | -0.3% |
| 30D | +2.6% | -33.0% | +35.6% | +2.5% |
| 3M | +0.8% | -19.0% | +19.8% | +0.7% |
| 6M | +1.4% | +30.4% | -29.0% | +1.6% |
| YTD | +4.3% | -40.2% | +44.5% | +4.7% |
| 1Y | +0.8% | -37.8% | +38.5% | +1.0% |
| All | +15.2% | +121.9% | -106.7% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling