+118.6%
TPR vs PLTU
+103.5%
+15.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.1% | -8.1% | -1.5% |
| 7D | +14.2% | -25.3% | +39.5% | +16.0% |
| 30D | +17.1% | -34.5% | +51.6% | +19.7% |
| 3M | -17.7% | -3.4% | -14.4% | -18.9% |
| 6M | -10.2% | +12.4% | -22.6% | -14.7% |
| YTD | +4.9% | -45.1% | +50.0% | +5.6% |
| 1Y | +36.1% | -45.7% | +81.8% | +36.0% |
| All | +118.6% | +103.5% | +15.1% | +73.1% |
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 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