-35.8%
TEAM vs PLTU
+142.1%
-177.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.7% | -2.3% | -5.9% |
| 7D | -5.7% | -11.6% | +5.9% | -3.5% |
| 30D | +18.3% | -4.6% | +23.0% | +19.1% |
| 3M | +80.2% | +33.7% | +46.5% | +65.3% |
| 6M | +111.0% | -9.4% | +120.4% | +104.7% |
| YTD | +8.8% | -34.7% | +43.5% | +9.5% |
| 1Y | +2.2% | -23.2% | +25.4% | -2.2% |
| All | -35.8% | +142.1% | -177.9% | -56.0% |
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