+85.4%
PWR vs PLTU
+129.7%
-44.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | -0.9% |
| 7D | -0.2% | -17.7% | +17.5% | +1.5% |
| 30D | -7.7% | -12.5% | +4.8% | -7.0% |
| 3M | -4.9% | +39.5% | -44.4% | -10.3% |
| 6M | +9.7% | -7.0% | +16.7% | +6.4% |
| YTD | +46.7% | -38.1% | +84.8% | +48.1% |
| 1Y | +58.7% | -36.0% | +94.7% | +57.0% |
| All | +85.4% | +129.7% | -44.3% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling