+1.6%
T vs PLTU
+126.1%
-124.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.1% | -10.3% | +0.9% |
| 7D | +1.7% | -11.7% | +13.4% | +1.5% |
| 30D | -1.7% | -36.9% | +35.2% | -2.2% |
| 3M | -7.3% | -10.9% | +3.6% | -7.5% |
| 6M | -11.2% | +18.0% | -29.2% | -10.8% |
| YTD | -8.1% | -39.0% | +31.0% | -7.8% |
| 1Y | -8.0% | -41.5% | +33.5% | -7.8% |
| All | +1.6% | +126.1% | -124.5% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling