-0.2%
W vs PLTU
-47.3%
+47.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.3% |
| 7D | -1.7% | +21.9% | -23.6% | -6.7% |
| 30D | +3.2% | -35.3% | +38.5% | +14.0% |
| 3M | +8.3% | -7.7% | +16.0% | +6.9% |
| 6M | +84.3% | +24.2% | +60.0% | +57.6% |
| YTD | +11.0% | -37.5% | +48.6% | -2.4% |
| 1Y | -0.2% | -43.6% | +43.3% | -12.3% |
| All | -0.2% | -47.3% | +47.1% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling