-0.6%
S vs PLTU
+124.7%
-125.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +1.4% | -9.2% | +10.6% | +2.7% |
| 30D | -10.8% | -37.3% | +26.5% | -4.8% |
| 3M | +5.4% | -14.7% | +20.1% | +7.4% |
| 6M | +41.2% | +17.3% | +24.0% | +33.8% |
| YTD | +56.2% | -39.4% | +95.6% | +57.5% |
| 1Y | +36.3% | -50.6% | +86.9% | +40.3% |
| All | -0.6% | +124.7% | -125.3% | -26.7% |
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 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