-60.3%
Z vs PLTU
-45.6%
-14.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.4% |
| 7D | -6.5% | -9.2% | +2.8% | -5.6% |
| 30D | -0.1% | -37.3% | +37.2% | +4.6% |
| 3M | -14.1% | -14.7% | +0.5% | -13.9% |
| 6M | -30.1% | +17.3% | -47.3% | -34.7% |
| YTD | -57.5% | -39.4% | -18.1% | -57.9% |
| 1Y | -60.3% | -50.6% | -9.8% | -59.7% |
| All | -60.3% | -45.6% | -14.7% | -59.7% |
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