+113.8%
PSX vs PLTU
+126.1%
-12.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.1% | -8.1% | +2.4% |
| 7D | -8.0% | -11.7% | +3.7% | -7.5% |
| 30D | -9.0% | -36.9% | +27.9% | -7.3% |
| 3M | +24.7% | -10.9% | +35.7% | +24.5% |
| 6M | +49.3% | +18.0% | +31.3% | +44.7% |
| YTD | +100.2% | -39.0% | +139.2% | +100.1% |
| 1Y | +88.8% | -41.5% | +130.3% | +88.2% |
| All | +113.8% | +126.1% | -12.3% | +76.7% |
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