-13.6%
RUN vs PLTU
+134.3%
-147.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.3% | -0.1% | +3.7% |
| 7D | +3.2% | -0.9% | +4.1% | +2.7% |
| 30D | +19.5% | -34.7% | +54.2% | +24.2% |
| 3M | -9.6% | -10.8% | +1.2% | -10.2% |
| 6M | -37.3% | +24.1% | -61.4% | -41.6% |
| YTD | -50.7% | -36.8% | -13.9% | -51.6% |
| 1Y | -54.1% | -47.0% | -7.1% | -54.1% |
| All | -13.6% | +134.3% | -147.9% | -32.7% |
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