-2.9%
PTC vs PLTU
+121.9%
-124.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +0.2% |
| 7D | +0.5% | +9.0% | -8.6% | -0.3% |
| 30D | +1.2% | -33.0% | +34.2% | +4.0% |
| 3M | +27.4% | -19.0% | +46.3% | +28.4% |
| 6M | +39.2% | +30.4% | +8.8% | +32.6% |
| YTD | +12.5% | -40.2% | +52.7% | +12.1% |
| 1Y | +12.3% | -37.8% | +50.1% | +11.2% |
| All | -2.9% | +121.9% | -124.8% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling