+27.8%
TGT vs PLTU
+131.7%
-103.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.1% |
| 7D | +2.6% | +21.9% | -19.3% | +2.1% |
| 30D | +6.6% | -35.3% | +41.9% | +7.6% |
| 3M | +5.2% | -7.7% | +12.9% | +5.0% |
| 6M | +35.3% | +24.2% | +11.1% | +33.1% |
| YTD | +70.3% | -37.5% | +107.9% | +70.7% |
| 1Y | +81.2% | -43.6% | +124.7% | +82.0% |
| All | +27.8% | +131.7% | -103.8% | +19.2% |
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 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