+0.9%
S vs PLTU
+134.3%
-133.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.8% | +0.8% |
| 7D | +1.2% | -0.9% | +2.1% | +1.2% |
| 30D | -7.3% | -34.7% | +27.4% | -1.7% |
| 3M | +5.9% | -10.8% | +16.6% | +7.2% |
| 6M | +45.6% | +24.1% | +21.6% | +36.8% |
| YTD | +58.5% | -36.8% | +95.4% | +58.8% |
| 1Y | +37.6% | -47.0% | +84.6% | +40.2% |
| All | +0.9% | +134.3% | -133.4% | -26.1% |
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