+2.3%
T vs PLTU
+124.7%
-122.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +0.6% |
| 7D | +2.6% | -9.2% | +11.8% | +2.5% |
| 30D | -1.1% | -37.3% | +36.2% | -1.6% |
| 3M | -7.7% | -14.7% | +6.9% | -7.9% |
| 6M | -10.6% | +17.3% | -27.9% | -10.2% |
| YTD | -7.5% | -39.4% | +31.9% | -7.2% |
| 1Y | -7.4% | -50.6% | +43.1% | -7.2% |
| All | +2.3% | +124.7% | -122.4% | -1.4% |
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