+54.8%
PR vs PLTU
+103.5%
-48.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.1% | -5.2% | +1.6% |
| 7D | -16.4% | -25.3% | +8.9% | -15.3% |
| 30D | -1.9% | -34.5% | +32.6% | -0.3% |
| 3M | +8.0% | -3.4% | +11.3% | +7.4% |
| 6M | +4.1% | +12.4% | -8.3% | +1.4% |
| YTD | +58.7% | -45.1% | +103.8% | +60.8% |
| 1Y | +75.8% | -45.7% | +121.5% | +76.8% |
| All | +54.8% | +103.5% | -48.7% | +21.8% |
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