-8.5%
TOST vs PLTU
+90.0%
-98.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -19.6% | +19.0% | +2.0% |
| 7D | +11.6% | -39.1% | +50.7% | +18.6% |
| 30D | +16.2% | -37.6% | +53.8% | +22.6% |
| 3M | +1.0% | -12.7% | +13.8% | +0.5% |
| 6M | +23.2% | +1.7% | +21.5% | +16.1% |
| YTD | -1.0% | -48.8% | +47.8% | +0.6% |
| 1Y | -9.9% | -56.2% | +46.3% | -7.1% |
| All | -8.5% | +90.0% | -98.5% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling