+50.3%
TER vs PLTU
-46.5%
+96.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.3% | +4.1% | +7.8% |
| 7D | +5.9% | -0.9% | +6.8% | +6.0% |
| 30D | -30.8% | -34.7% | +3.9% | -28.6% |
| 3M | -29.9% | -10.8% | -19.2% | -29.3% |
| 6M | -27.5% | +24.1% | -51.5% | -29.5% |
| YTD | +37.5% | -36.8% | +74.3% | +47.9% |
| 1Y | +50.3% | -47.0% | +97.2% | +71.2% |
| All | +50.3% | -46.5% | +96.8% | +71.2% |
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