+114.8%
PLTU vs SPY
+27.9%
+86.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | +0.3% |
| 7D | +21.9% | +3.3% | +18.6% | +7.9% |
| 30D | -35.3% | -2.7% | -32.6% | -25.4% |
| 3M | -7.7% | -1.7% | -6.0% | +3.2% |
| 6M | +24.2% | +3.1% | +21.2% | +18.3% |
| YTD | -37.5% | +11.9% | -49.4% | -56.9% |
| 1Y | -43.6% | +12.0% | -55.5% | -60.2% |
| All | +114.8% | +27.9% | +86.9% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling