+22.9%
TGT vs PLTU
+129.7%
-106.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.2% | -1.0% |
| 7D | -5.0% | -17.7% | +12.7% | -4.6% |
| 30D | +3.0% | -12.5% | +15.6% | +3.3% |
| 3M | +22.6% | +39.5% | -16.9% | +20.9% |
| 6M | +31.2% | -7.0% | +38.2% | +30.4% |
| YTD | +63.7% | -38.1% | +101.8% | +64.7% |
| 1Y | +78.5% | -36.0% | +114.5% | +78.1% |
| All | +22.9% | +129.7% | -106.8% | +15.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling