+87.9%
PWR vs PLTU
+140.2%
-52.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.8% |
| 7D | +2.7% | -0.8% | +3.4% | +2.6% |
| 30D | -5.1% | -8.8% | +3.7% | -4.8% |
| 3M | -9.4% | +41.7% | -51.0% | -14.5% |
| 6M | +10.4% | -9.3% | +19.7% | +7.6% |
| YTD | +48.6% | -35.2% | +83.9% | +49.5% |
| 1Y | +68.0% | -29.5% | +97.5% | +64.3% |
| All | +87.9% | +140.2% | -52.3% | +35.8% |
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 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