+115.6%
PSX vs PLTU
+154.0%
-38.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.0% | +9.2% | +0.6% |
| 7D | +4.5% | -13.6% | +18.1% | +5.2% |
| 30D | +26.6% | +16.7% | +9.9% | +25.1% |
| 3M | +39.3% | +29.6% | +9.7% | +35.5% |
| 6M | +56.8% | -0.1% | +56.9% | +53.7% |
| YTD | +101.8% | -31.5% | +133.3% | +101.5% |
| 1Y | +99.6% | -19.7% | +119.3% | +93.9% |
| All | +115.6% | +154.0% | -38.4% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling