-62.5%
Z vs PLTU
+126.1%
-188.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +11.1% | -7.3% | +2.6% |
| 7D | -5.2% | -11.7% | +6.6% | -4.0% |
| 30D | +5.7% | -36.9% | +42.6% | +10.3% |
| 3M | -8.7% | -10.9% | +2.2% | -8.8% |
| 6M | -26.0% | +18.0% | -44.0% | -30.3% |
| YTD | -55.0% | -39.0% | -16.0% | -55.5% |
| 1Y | -58.0% | -41.5% | -16.5% | -58.5% |
| All | -62.5% | +126.1% | -188.7% | -72.9% |
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 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