-9.7%
TOST vs PLTU
+103.5%
-113.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.1% | -8.5% | -2.3% |
| 7D | +9.4% | -25.3% | +34.8% | +13.3% |
| 30D | +13.5% | -34.5% | +48.0% | +18.9% |
| 3M | -0.1% | -3.4% | +3.2% | -2.1% |
| 6M | +22.5% | +12.4% | +10.1% | +13.7% |
| YTD | -2.4% | -45.1% | +42.8% | -1.8% |
| 1Y | -4.7% | -45.7% | +41.0% | -4.8% |
| All | -9.7% | +103.5% | -113.2% | -35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling