+10.2%
SPOT vs PLTU
+133.3%
-123.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.6% |
| 7D | -3.1% | -8.1% | +5.1% | -2.0% |
| 30D | +7.4% | -7.0% | +14.4% | +7.6% |
| 3M | +8.2% | +40.0% | -31.8% | -0.9% |
| 6M | +2.2% | -6.0% | +8.2% | -2.5% |
| YTD | -9.5% | -37.1% | +27.6% | -8.9% |
| 1Y | -23.8% | -33.1% | +9.3% | -26.4% |
| All | +10.2% | +133.3% | -123.1% | -27.8% |
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