+87.0%
ROKU vs PLTU
+129.7%
-42.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.4% | +5.2% | +1.4% |
| 7D | -2.6% | -17.7% | +15.1% | 0.0% |
| 30D | +2.1% | -12.5% | +14.6% | +3.3% |
| 3M | +31.8% | +39.5% | -7.7% | +20.0% |
| 6M | +53.3% | -7.0% | +60.2% | +46.7% |
| YTD | +42.1% | -38.1% | +80.1% | +43.3% |
| 1Y | +62.3% | -36.0% | +98.3% | +59.1% |
| All | +87.0% | +129.7% | -42.7% | +29.8% |
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