-5.5%
TOST vs PLTU
-44.3%
+38.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +3.9% |
| 7D | 0.0% | +9.0% | -9.0% | -1.0% |
| 30D | +16.2% | -33.0% | +49.2% | +20.6% |
| 3M | -1.5% | -19.0% | +17.4% | -0.8% |
| 6M | +55.3% | +30.4% | +24.9% | +42.5% |
| YTD | -2.3% | -40.2% | +37.8% | -3.0% |
| 1Y | -5.5% | -37.8% | +32.3% | -8.5% |
| All | -5.5% | -44.3% | +38.8% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling