+18.0%
T vs PLTU
+142.1%
-124.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.4% |
| 7D | -1.5% | -11.6% | +10.0% | -1.6% |
| 30D | +7.6% | -4.6% | +12.2% | +7.6% |
| 3M | +15.3% | +33.7% | -18.4% | +16.0% |
| 6M | -8.5% | -9.4% | +0.9% | -8.1% |
| YTD | +6.8% | -34.7% | +41.5% | +7.2% |
| 1Y | -7.2% | -23.2% | +16.0% | -7.0% |
| All | +18.0% | +142.1% | -124.1% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling