+77.0%
PR vs PLTU
-47.3%
+124.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.0% |
| 7D | +6.7% | +21.9% | -15.2% | +7.2% |
| 30D | -6.1% | -35.3% | +29.1% | -7.4% |
| 3M | +6.9% | -7.7% | +14.6% | +7.1% |
| 6M | +14.6% | +24.2% | -9.6% | +18.1% |
| YTD | +66.1% | -37.5% | +103.7% | +63.1% |
| 1Y | +77.0% | -43.6% | +120.6% | +73.5% |
| All | +77.0% | -47.3% | +124.3% | +73.5% |
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