-11.2%
TOST vs PLTU
+134.3%
-145.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.5% | -1.8% |
| 7D | -3.6% | -0.9% | -2.7% | -3.9% |
| 30D | +8.9% | -34.7% | +43.6% | +14.2% |
| 3M | -2.2% | -10.8% | +8.5% | -2.7% |
| 6M | +41.0% | +24.1% | +16.9% | +29.2% |
| YTD | -4.0% | -36.8% | +32.9% | -5.3% |
| 1Y | -9.6% | -47.0% | +37.4% | -9.1% |
| All | -11.2% | +134.3% | -145.5% | -38.1% |
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