+51.6%
ROST vs PLTU
+142.1%
-90.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | -0.3% |
| 7D | +0.2% | -11.6% | +11.8% | +0.5% |
| 30D | -10.0% | -4.6% | -5.4% | -10.0% |
| 3M | +1.2% | +33.7% | -32.5% | -0.3% |
| 6M | +8.9% | -9.4% | +18.3% | +8.2% |
| YTD | +28.1% | -34.7% | +62.8% | +28.3% |
| 1Y | +53.0% | -23.2% | +76.2% | +51.2% |
| All | +51.6% | +142.1% | -90.5% | +35.3% |
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