+87.1%
PWR vs PLTU
+154.0%
-66.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.0% | +9.7% | +1.5% |
| 7D | +3.6% | -13.6% | +17.2% | +4.7% |
| 30D | -8.6% | +16.7% | -25.2% | -10.5% |
| 3M | -13.2% | +29.6% | -42.7% | -17.1% |
| 6M | +9.9% | -0.1% | +10.0% | +6.0% |
| YTD | +48.0% | -31.5% | +79.5% | +48.1% |
| 1Y | +66.2% | -19.7% | +85.9% | +60.0% |
| All | +87.1% | +154.0% | -66.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling