+118.3%
TPR vs PLTU
+131.7%
-13.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | -1.1% | +21.9% | -23.1% | -2.4% |
| 30D | +15.1% | -35.3% | +50.4% | +17.9% |
| 3M | -13.4% | -7.7% | -5.7% | -14.1% |
| 6M | +1.4% | +24.2% | -22.9% | -4.1% |
| YTD | +4.8% | -37.5% | +42.3% | +4.6% |
| 1Y | +29.2% | -43.6% | +72.8% | +29.9% |
| All | +118.3% | +131.7% | -13.3% | +71.4% |
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