-37.4%
PTC vs PLTU
-22.2%
-15.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.7% | -0.8% | -5.1% |
| 7D | -12.8% | -11.6% | -1.2% | -11.9% |
| 30D | -9.8% | -4.6% | -5.2% | -9.5% |
| 3M | -2.1% | +33.7% | -35.8% | -6.0% |
| 6M | -18.1% | -9.4% | -8.7% | -19.9% |
| YTD | -23.5% | -34.7% | +11.2% | -23.8% |
| 1Y | -37.4% | -23.2% | -14.1% | -36.0% |
| All | -37.4% | -22.2% | -15.1% | -36.0% |
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