+93.7%
U vs PLTU
+126.1%
-32.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.1% | -11.2% | -2.2% |
| 7D | +32.3% | -11.7% | +44.0% | +34.0% |
| 30D | +9.7% | -36.9% | +46.6% | +18.5% |
| 3M | +19.6% | -10.9% | +30.5% | +19.4% |
| 6M | +82.6% | +18.0% | +64.6% | +64.3% |
| YTD | +16.4% | -39.0% | +55.5% | +16.2% |
| 1Y | +28.5% | -41.5% | +70.0% | +28.4% |
| All | +93.7% | +126.1% | -32.4% | +29.5% |
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