-33.9%
PTC vs PLTU
-18.5%
-15.4%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.0% | +3.0% | -5.2% |
| 7D | -10.3% | -13.6% | +3.3% | -9.2% |
| 30D | +1.1% | +16.7% | -15.5% | -0.3% |
| 3M | +1.6% | +29.6% | -28.0% | -2.3% |
| 6M | -13.5% | -0.1% | -13.4% | -16.0% |
| YTD | -19.1% | -31.5% | +12.5% | -19.8% |
| 1Y | -33.9% | -19.7% | -14.1% | -31.8% |
| All | -33.9% | -18.5% | -15.4% | -31.8% |
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