-50.3%
PLTU vs SUI
-1.1%
-49.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | -11.7% | +3.0% | -14.7% | -10.4% |
| 30D | -36.9% | +5.6% | -42.5% | -35.3% |
| 3M | -10.9% | +0.9% | -11.8% | -10.2% |
| 6M | +18.0% | -2.6% | +20.6% | +17.7% |
| YTD | -39.0% | -0.1% | -38.9% | -39.9% |
| All | -50.3% | -1.1% | -49.2% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling