+245.6%
ROIV vs PLTU
+134.3%
+111.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +1.3% |
| 7D | +9.5% | -0.9% | +10.4% | +9.4% |
| 30D | +21.0% | -34.7% | +55.7% | +23.9% |
| 3M | +18.7% | -10.8% | +29.5% | +18.7% |
| 6M | +44.5% | +24.1% | +20.4% | +38.8% |
| YTD | +92.9% | -36.8% | +129.7% | +91.1% |
| 1Y | +100.2% | -47.0% | +147.2% | +100.0% |
| All | +245.6% | +134.3% | +111.3% | +191.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling