+195.8%
TE vs PLTU
+140.2%
+55.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | +15.0% | -0.8% | +15.7% | +14.7% |
| 30D | -7.5% | -8.8% | +1.3% | -6.4% |
| 3M | -42.0% | +41.7% | -83.6% | -49.3% |
| 6M | -31.4% | -9.3% | -22.1% | -35.8% |
| YTD | -26.5% | -35.2% | +8.7% | -26.5% |
| 1Y | +153.1% | -29.5% | +182.6% | +142.1% |
| All | +195.8% | +140.2% | +55.6% | +82.2% |
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