+108.8%
TER vs PLTU
+121.9%
-13.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.2% | -1.2% | -4.8% |
| 7D | +14.4% | +9.0% | +5.3% | +13.2% |
| 30D | -30.6% | -33.0% | +2.4% | -27.0% |
| 3M | -39.2% | -19.0% | -20.2% | -37.9% |
| 6M | -31.3% | +30.4% | -61.7% | -36.3% |
| YTD | +29.1% | -40.2% | +69.2% | +30.6% |
| 1Y | +47.4% | -37.8% | +85.2% | +47.8% |
| All | +108.8% | +121.9% | -13.1% | +58.5% |
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