-77.3%
PLTD vs SUI
+7.4%
-84.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.2% | +2.2% |
| 7D | -4.8% | -1.5% | -3.3% | -4.8% |
| 30D | +16.9% | +3.7% | +13.1% | +17.2% |
| 3M | +2.6% | -0.4% | +3.0% | +2.5% |
| 6M | -36.2% | -2.8% | -33.5% | -36.5% |
| YTD | -19.4% | -1.6% | -17.8% | -19.3% |
| 1Y | -22.5% | -2.1% | -20.5% | -22.5% |
| All | -77.3% | +7.4% | -84.7% | -74.5% |
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