+96.9%
PSX vs PLTU
-47.9%
+144.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -4.5% |
| 7D | -5.2% | -24.5% | +19.4% | -5.1% |
| 30D | -3.7% | -20.2% | +16.4% | -3.7% |
| 3M | +26.8% | +3.1% | +23.7% | +26.5% |
| 6M | +47.3% | +8.7% | +38.6% | +46.6% |
| YTD | +105.4% | -36.2% | +141.7% | +101.2% |
| 1Y | +96.9% | -47.1% | +144.1% | +93.2% |
| All | +96.9% | -47.9% | +144.9% | +93.2% |
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