+116.3%
PLTU vs SBAC
-11.4%
+127.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.7% | +1.5% |
| 7D | -8.1% | -2.1% | -6.0% | -8.1% |
| 30D | -7.0% | +2.0% | -9.0% | -7.0% |
| 3M | +40.0% | -8.3% | +48.3% | +36.3% |
| 6M | -6.0% | +0.3% | -6.3% | -7.8% |
| YTD | -37.1% | -2.2% | -34.9% | -38.2% |
| 1Y | -33.1% | -4.6% | -28.5% | -34.4% |
| All | +116.3% | -11.4% | +127.7% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling