+47.4%
TER vs PLTU
-47.3%
+94.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.6% |
| 7D | +24.0% | +21.9% | +2.1% | +21.5% |
| 30D | -30.6% | -35.3% | +4.6% | -28.4% |
| 3M | -34.5% | -7.7% | -26.8% | -34.0% |
| 6M | -26.4% | +24.2% | -50.6% | -28.6% |
| YTD | +36.4% | -37.5% | +74.0% | +47.4% |
| 1Y | +47.4% | -43.6% | +91.0% | +63.7% |
| All | +47.4% | -47.3% | +94.7% | +63.7% |
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