-76.1%
PLTD vs SUI
+9.0%
-85.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.3% |
| 7D | +13.7% | +6.2% | +7.5% | +14.2% |
| 30D | +18.4% | +8.6% | +9.9% | +19.5% |
| 3M | -7.5% | +1.0% | -8.5% | -7.5% |
| 6M | -31.3% | -2.6% | -28.7% | -31.7% |
| YTD | -15.4% | -0.1% | -15.3% | -15.2% |
| 1Y | -18.4% | +0.5% | -18.9% | -18.1% |
| All | -76.1% | +9.0% | -85.2% | -73.2% |
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