+93.6%
TPR vs PLTU
+142.1%
-48.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.7% | +0.9% | -3.4% |
| 7D | -3.4% | -11.6% | +8.2% | -2.7% |
| 30D | -27.3% | -4.6% | -22.7% | -27.4% |
| 3M | -16.2% | +33.7% | -50.0% | -20.1% |
| 6M | -17.9% | -9.4% | -8.5% | -19.8% |
| YTD | -7.1% | -34.7% | +27.6% | -6.8% |
| 1Y | +13.6% | -23.2% | +36.8% | +9.6% |
| All | +93.6% | +142.1% | -48.6% | +52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling