+61.0%
U vs PLTU
+142.1%
-81.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.7% | +7.3% | +3.5% |
| 7D | +4.5% | -11.6% | +16.1% | +6.6% |
| 30D | -0.6% | -4.6% | +4.0% | -0.5% |
| 3M | +48.4% | +33.7% | +14.7% | +33.1% |
| 6M | +115.4% | -9.4% | +124.8% | +104.8% |
| YTD | -3.2% | -34.7% | +31.5% | -3.2% |
| 1Y | -6.0% | -23.2% | +17.2% | -10.4% |
| All | +61.0% | +142.1% | -81.1% | +7.9% |
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