+32.2%
SCHW vs PLTU
+140.2%
-108.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | -1.6% | -0.8% | -0.8% | -1.6% |
| 30D | -1.1% | -8.8% | +7.7% | -0.8% |
| 3M | +20.4% | +41.7% | -21.3% | +15.8% |
| 6M | +13.6% | -9.3% | +22.9% | +11.6% |
| YTD | +7.7% | -35.2% | +42.9% | +7.5% |
| 1Y | +15.2% | -29.5% | +44.7% | +12.6% |
| All | +32.2% | +140.2% | -108.0% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling