+71.0%
REPL vs PLTU
+103.5%
-32.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +7.1% | +0.9% | +6.9% |
| 7D | +22.8% | -25.3% | +48.1% | +28.0% |
| 30D | +63.8% | -34.5% | +98.3% | +73.7% |
| 3M | +68.1% | -3.4% | +71.5% | +64.1% |
| 6M | +528.5% | +12.4% | +516.1% | +482.8% |
| YTD | +122.4% | -45.1% | +167.6% | +124.0% |
| 1Y | +154.4% | -45.7% | +200.0% | +153.7% |
| All | +71.0% | +103.5% | -32.5% | +21.5% |
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 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