+177.1%
TE vs PLTU
+154.0%
+23.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.0% | +10.3% | +3.4% |
| 7D | -4.0% | -13.6% | +9.6% | -1.2% |
| 30D | -15.9% | +16.7% | -32.6% | -19.8% |
| 3M | -60.5% | +29.6% | -90.1% | -64.5% |
| 6M | -35.2% | -0.1% | -35.1% | -40.8% |
| YTD | -31.1% | -31.5% | +0.4% | -32.0% |
| 1Y | +148.6% | -19.7% | +168.4% | +130.2% |
| All | +177.1% | +154.0% | +23.1% | +68.7% |
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