+116.3%
PLTU vs SNY
-2.0%
+118.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -8.1% | -3.3% | -4.8% | -7.6% |
| 30D | -7.0% | -2.2% | -4.9% | -6.7% |
| 3M | +40.0% | -3.0% | +43.0% | +40.4% |
| 6M | -6.0% | +2.7% | -8.7% | -7.2% |
| YTD | -37.1% | -6.8% | -30.2% | -36.5% |
| 1Y | -33.1% | -5.3% | -27.9% | -32.9% |
| All | +116.3% | -2.0% | +118.3% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 all: compounded portfolio wealth divided by compounded SNY 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…
all analysis · Full analysis span regression · 6 months rolling