-4.3%
TECH vs PLTU
+103.5%
-107.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.1% | -6.9% | -0.2% |
| 7D | +0.2% | -25.3% | +25.5% | +1.5% |
| 30D | +0.3% | -34.5% | +34.8% | +2.1% |
| 3M | +1.3% | -3.4% | +4.7% | +0.6% |
| 6M | +54.0% | +12.4% | +41.6% | +50.0% |
| YTD | +24.3% | -45.1% | +69.4% | +25.3% |
| 1Y | +25.8% | -45.7% | +71.5% | +26.3% |
| All | -4.3% | +103.5% | -107.8% | -19.7% |
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 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