+26.7%
Q vs PLTU
-43.1%
+69.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.0% | +10.7% | +2.4% |
| 7D | +0.2% | -13.6% | +13.8% | +1.2% |
| 30D | -11.1% | +16.7% | -27.8% | -12.8% |
| 3M | -22.1% | +29.6% | -51.7% | -24.5% |
| 6M | +0.5% | -0.1% | +0.6% | -1.3% |
| YTD | +47.8% | -31.5% | +79.3% | +51.1% |
| All | +26.7% | -43.1% | +69.8% | +31.5% |
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