+32.0%
Q vs PLTU
-46.2%
+78.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.8% |
| 7D | +6.6% | -0.8% | +7.4% | +6.5% |
| 30D | -6.6% | -8.8% | +2.2% | -6.3% |
| 3M | -13.2% | +41.7% | -54.9% | -17.0% |
| 6M | +9.9% | -9.3% | +19.2% | +9.3% |
| YTD | +53.9% | -35.2% | +89.2% | +58.0% |
| All | +32.0% | -46.2% | +78.2% | +37.5% |
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 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