+33.9%
TER vs PLTU
-45.3%
+79.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +11.1% | +1.6% | +11.5% |
| 7D | -5.8% | -11.7% | +6.0% | -4.7% |
| 30D | -38.9% | -36.9% | -2.0% | -36.7% |
| 3M | -35.1% | -10.9% | -24.2% | -34.4% |
| 6M | -31.6% | +18.0% | -49.6% | -33.2% |
| YTD | +27.2% | -39.0% | +66.3% | +37.5% |
| All | +33.9% | -45.3% | +79.2% | +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 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