-12.2%
RUN vs PLTU
+142.1%
-154.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.7% | +8.4% | +4.3% |
| 7D | +10.2% | -11.6% | +21.7% | +11.3% |
| 30D | -9.6% | -4.6% | -5.0% | -9.7% |
| 3M | -31.5% | +33.7% | -65.2% | -35.7% |
| 6M | -18.7% | -9.4% | -9.3% | -21.3% |
| YTD | -49.9% | -34.7% | -15.2% | -50.3% |
| 1Y | -45.5% | -23.2% | -22.3% | -47.8% |
| All | -12.2% | +142.1% | -154.3% | -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 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