-34.0%
PTC vs PLTU
+142.1%
-176.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.7% | -0.8% | -5.1% |
| 7D | -12.8% | -11.6% | -1.2% | -12.0% |
| 30D | -9.8% | -4.6% | -5.2% | -9.5% |
| 3M | -2.1% | +33.7% | -35.8% | -5.9% |
| 6M | -18.1% | -9.4% | -8.7% | -19.7% |
| YTD | -23.5% | -34.7% | +11.2% | -23.8% |
| 1Y | -37.4% | -23.2% | -14.1% | -38.9% |
| All | -34.0% | +142.1% | -176.1% | -44.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling