-37.9%
ROL vs PLTU
-22.2%
-15.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.7% | +2.1% | -2.6% |
| 7D | -3.4% | -11.6% | +8.2% | -3.5% |
| 30D | -6.9% | -4.6% | -2.3% | -6.9% |
| 3M | -24.6% | +33.7% | -58.3% | -24.5% |
| 6M | -39.5% | -9.4% | -30.1% | -39.8% |
| YTD | -41.1% | -34.7% | -6.4% | -42.2% |
| 1Y | -37.9% | -23.2% | -14.7% | -36.9% |
| All | -37.9% | -22.2% | -15.7% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling