+82.5%
TER vs PLTU
+103.5%
-21.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.1% | -4.5% | +1.7% |
| 7D | -20.5% | -25.3% | +4.9% | -17.4% |
| 30D | -47.0% | -34.5% | -12.5% | -44.1% |
| 3M | -43.3% | -3.4% | -39.9% | -43.6% |
| 6M | -42.9% | +12.4% | -55.3% | -46.1% |
| YTD | +12.9% | -45.1% | +58.0% | +15.4% |
| 1Y | +18.2% | -45.7% | +63.8% | +20.2% |
| All | +82.5% | +103.5% | -21.0% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling