+41.7%
TXN vs PLTU
+129.7%
-88.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.9% |
| 7D | +2.0% | -17.7% | +19.7% | +2.8% |
| 30D | -8.0% | -12.5% | +4.5% | -7.6% |
| 3M | -7.8% | +39.5% | -47.2% | -10.1% |
| 6M | +32.4% | -7.0% | +39.4% | +30.2% |
| YTD | +51.7% | -38.1% | +89.8% | +52.7% |
| 1Y | +44.3% | -36.0% | +80.3% | +42.9% |
| All | +41.7% | +129.7% | -88.0% | +14.3% |
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