-63.0%
Z vs PLTU
+90.0%
-153.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -19.6% | +9.0% | -8.5% |
| 7D | -2.3% | -39.1% | +36.8% | +2.8% |
| 30D | +9.4% | -37.6% | +46.9% | +14.2% |
| 3M | -16.1% | -12.7% | -3.4% | -16.0% |
| 6M | -30.4% | +1.7% | -32.2% | -33.4% |
| YTD | -55.6% | -48.8% | -6.8% | -55.2% |
| 1Y | -58.5% | -56.2% | -2.4% | -57.7% |
| All | -63.0% | +90.0% | -153.0% | -72.7% |
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 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