+38.1%
Q vs PLTU
-44.3%
+82.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.7% | -3.1% |
| 7D | +1.2% | +9.0% | -7.9% | +0.4% |
| 30D | -2.7% | -33.0% | +30.3% | 0.0% |
| 3M | -16.9% | -19.0% | +2.0% | -15.9% |
| 6M | -26.9% | +30.4% | -57.3% | -29.6% |
| YTD | +45.2% | -40.2% | +85.4% | +49.2% |
| 1Y | +38.1% | -37.8% | +75.9% | +37.4% |
| All | +38.1% | -44.3% | +82.4% | +37.4% |
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