+119.0%
PSX vs PLTU
+142.1%
-23.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.7% | +6.3% | +1.8% |
| 7D | +2.8% | -11.6% | +14.4% | +3.3% |
| 30D | +27.8% | -4.6% | +32.4% | +27.7% |
| 3M | +42.0% | +33.7% | +8.3% | +37.9% |
| 6M | +58.1% | -9.4% | +67.5% | +55.9% |
| YTD | +105.0% | -34.7% | +139.7% | +105.2% |
| 1Y | +104.9% | -23.2% | +128.1% | +99.5% |
| All | +119.0% | +142.1% | -23.1% | +81.2% |
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 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