+112.8%
W vs PLTU
+126.1%
-13.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.1% | -6.5% | +2.1% |
| 7D | +3.3% | -11.7% | +15.0% | +5.7% |
| 30D | +10.5% | -36.9% | +47.5% | +21.2% |
| 3M | +9.6% | -10.9% | +20.6% | +9.5% |
| 6M | +76.4% | +18.0% | +58.4% | +58.5% |
| YTD | +16.4% | -39.0% | +55.4% | +15.0% |
| 1Y | +9.3% | -41.5% | +50.8% | +7.5% |
| All | +112.8% | +126.1% | -13.4% | +40.2% |
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