-54.1%
SPXU vs PLTU
+142.1%
-196.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.7% | +6.4% | +0.8% |
| 7D | -1.5% | -11.6% | +10.1% | -3.4% |
| 30D | +3.7% | -4.6% | +8.3% | +3.7% |
| 3M | -9.6% | +33.7% | -43.3% | +0.6% |
| 6M | -32.4% | -9.4% | -23.0% | -28.6% |
| YTD | -28.7% | -34.7% | +6.0% | -28.7% |
| 1Y | -38.2% | -23.2% | -15.0% | -32.5% |
| All | -54.1% | +142.1% | -196.3% | -9.3% |
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