-27.9%
ROL vs PLTU
+140.2%
-168.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -3.3% | -0.8% | -2.5% | -3.3% |
| 30D | -7.2% | -8.8% | +1.6% | -7.2% |
| 3M | -27.0% | +41.7% | -68.6% | -27.2% |
| 6M | -39.5% | -9.3% | -30.2% | -39.6% |
| YTD | -41.8% | -35.2% | -6.6% | -41.9% |
| 1Y | -38.9% | -29.5% | -9.4% | -39.2% |
| All | -27.9% | +140.2% | -168.1% | -30.9% |
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