+124.5%
PLTU vs SBAC
-9.9%
+134.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.7% |
| 7D | -11.6% | -0.1% | -11.5% | -11.6% |
| 30D | -4.6% | +3.2% | -7.9% | -4.6% |
| 3M | +33.7% | -5.1% | +38.8% | +30.6% |
| 6M | -9.4% | -2.1% | -7.3% | -12.4% |
| YTD | -34.7% | -0.5% | -34.2% | -35.9% |
| 1Y | -23.2% | +1.1% | -24.4% | -23.8% |
| All | +124.5% | -9.9% | +134.4% | +154.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling