+235.8%
ROIV vs PLTU
+126.1%
+109.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.1% | -6.5% | +3.8% |
| 7D | +13.3% | -11.7% | +25.0% | +14.1% |
| 30D | +14.8% | -36.9% | +51.7% | +17.8% |
| 3M | +11.9% | -10.9% | +22.8% | +11.9% |
| 6M | +42.4% | +18.0% | +24.4% | +37.2% |
| YTD | +87.4% | -39.0% | +126.5% | +86.1% |
| 1Y | +97.2% | -41.5% | +138.7% | +95.7% |
| All | +235.8% | +126.1% | +109.7% | +183.9% |
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