+35.0%
PWR vs PLTU
-47.3%
+82.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +19.1% | +21.9% | -2.8% | +17.6% |
| 30D | -12.0% | -35.3% | +23.3% | -10.7% |
| 3M | -10.6% | -7.7% | -2.9% | -10.3% |
| 6M | -20.8% | +24.2% | -45.1% | -21.9% |
| YTD | +43.7% | -37.5% | +81.3% | +52.4% |
| 1Y | +35.0% | -43.6% | +78.5% | +46.0% |
| All | +35.0% | -47.3% | +82.3% | +46.0% |
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