+124.5%
PLTU vs SPY
+29.0%
+95.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.1% | -2.5% |
| 7D | -11.6% | +0.5% | -12.1% | -13.1% |
| 30D | -4.6% | -0.9% | -3.7% | 0.0% |
| 3M | +33.7% | +3.9% | +29.8% | +18.8% |
| 6M | -9.4% | +14.5% | -23.9% | -45.4% |
| YTD | -34.7% | +12.9% | -47.6% | -58.0% |
| 1Y | -23.2% | +19.4% | -42.6% | -58.0% |
| All | +124.5% | +29.0% | +95.5% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling