+202.4%
ROIV vs PLTU
+90.0%
+112.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -19.6% | +15.4% | -2.9% |
| 7D | -2.4% | -39.1% | +36.7% | +0.7% |
| 30D | +3.1% | -37.6% | +40.7% | +6.0% |
| 3M | +5.8% | -12.7% | +18.6% | +5.8% |
| 6M | +29.3% | +1.7% | +27.6% | +25.8% |
| YTD | +68.8% | -48.8% | +117.5% | +69.6% |
| 1Y | +81.0% | -56.2% | +137.2% | +82.9% |
| All | +202.4% | +90.0% | +112.4% | +158.7% |
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