+41.8%
TXN vs PLTU
+142.1%
-100.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.7% | +4.9% | +0.4% |
| 7D | +2.2% | -11.6% | +13.8% | +2.6% |
| 30D | -9.5% | -4.6% | -4.9% | -9.5% |
| 3M | -10.5% | +33.7% | -44.3% | -12.6% |
| 6M | +35.4% | -9.4% | +44.8% | +33.6% |
| YTD | +51.8% | -34.7% | +86.5% | +52.4% |
| 1Y | +42.9% | -23.2% | +66.2% | +39.5% |
| All | +41.8% | +142.1% | -100.4% | +14.0% |
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