+13.3%
PSA vs PLTU
+126.1%
-112.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.1% | -10.9% | +0.1% |
| 7D | +1.5% | -11.7% | +13.2% | +1.5% |
| 30D | +16.7% | -36.9% | +53.6% | +17.1% |
| 3M | +4.0% | -10.9% | +15.0% | +3.9% |
| 6M | +10.9% | +18.0% | -7.1% | +10.0% |
| YTD | +34.2% | -39.0% | +73.3% | +34.1% |
| 1Y | +26.6% | -41.5% | +68.1% | +26.4% |
| All | +13.3% | +126.1% | -112.8% | +3.1% |
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