+211.2%
TER vs PLTU
+142.1%
+69.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.7% | +8.9% | +4.7% |
| 7D | +11.0% | -11.6% | +22.5% | +12.1% |
| 30D | -1.9% | -4.6% | +2.7% | -2.1% |
| 3M | -0.7% | +33.7% | -34.4% | -7.2% |
| 6M | +36.4% | -9.4% | +45.8% | +31.6% |
| YTD | +92.4% | -34.7% | +127.2% | +92.3% |
| 1Y | +213.5% | -23.2% | +236.8% | +202.1% |
| All | +211.2% | +142.1% | +69.1% | +133.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling