-8.6%
TEL vs PLTU
-47.9%
+39.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +0.6% |
| 7D | -0.5% | -24.5% | +24.1% | +1.8% |
| 30D | +0.6% | -20.2% | +20.8% | +2.2% |
| 3M | +2.0% | +3.1% | -1.1% | +1.0% |
| 6M | +8.1% | +8.7% | -0.6% | +4.5% |
| YTD | -2.2% | -36.2% | +34.1% | +0.3% |
| 1Y | -8.6% | -47.1% | +38.5% | -3.7% |
| All | -8.6% | -47.9% | +39.3% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling