+198.7%
TER vs PLTU
+154.0%
+44.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -9.0% | +14.5% | +6.5% |
| 7D | +0.6% | -13.6% | +14.2% | +2.0% |
| 30D | -8.3% | +16.7% | -24.9% | -10.9% |
| 3M | -12.2% | +29.6% | -41.8% | -17.4% |
| 6M | +17.1% | -0.1% | +17.2% | +11.3% |
| YTD | +84.7% | -31.5% | +116.2% | +83.6% |
| 1Y | +199.9% | -19.7% | +219.7% | +187.6% |
| All | +198.7% | +154.0% | +44.7% | +122.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling