+103.4%
W vs PLTU
+103.5%
-0.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.1% | -8.5% | -3.0% |
| 7D | -3.6% | -25.3% | +21.7% | +2.4% |
| 30D | +7.0% | -34.5% | +41.5% | +16.2% |
| 3M | +7.4% | -3.4% | +10.7% | +4.7% |
| 6M | +69.3% | +12.4% | +56.9% | +54.1% |
| YTD | +11.3% | -45.1% | +56.4% | +12.7% |
| 1Y | +13.2% | -45.7% | +58.9% | +13.3% |
| All | +103.4% | +103.5% | -0.1% | +37.3% |
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