+21.1%
RF vs PLTU
+134.3%
-113.2%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.3% | -4.5% | -0.4% |
| 7D | -1.3% | -0.9% | -0.4% | -1.4% |
| 30D | +4.6% | -34.7% | +39.3% | +6.6% |
| 3M | -8.4% | -10.8% | +2.3% | -8.6% |
| 6M | +8.9% | +24.1% | -15.2% | +5.1% |
| YTD | +8.8% | -36.8% | +45.6% | +8.6% |
| 1Y | +18.9% | -47.0% | +65.9% | +20.0% |
| All | +21.1% | +134.3% | -113.2% | -0.4% |
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 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