-75.3%
PLTD vs SUI
+10.7%
-86.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.7% | +8.8% | +9.6% |
| 7D | +25.1% | +8.8% | +16.3% | +25.7% |
| 30D | +21.0% | +8.9% | +12.1% | +22.0% |
| 3M | -2.9% | +2.0% | -5.0% | -2.9% |
| 6M | -27.8% | -0.6% | -27.1% | -28.1% |
| YTD | -12.6% | +1.3% | -13.9% | -12.3% |
| 1Y | -9.8% | +1.3% | -11.1% | -9.6% |
| All | -75.3% | +10.7% | -86.0% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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