+15.9%
T vs PLTU
+140.2%
-124.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.8% |
| 7D | -3.1% | -0.8% | -2.3% | -3.1% |
| 30D | +4.6% | -8.8% | +13.4% | +4.5% |
| 3M | +12.2% | +41.7% | -29.4% | +12.9% |
| 6M | -6.5% | -9.3% | +2.8% | -6.1% |
| YTD | +4.9% | -35.2% | +40.1% | +5.3% |
| 1Y | -10.5% | -29.5% | +19.0% | -10.2% |
| All | +15.9% | +140.2% | -124.3% | +12.0% |
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