+105.7%
PLTU vs SUI
+6.8%
+98.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.2% | -4.3% |
| 7D | +9.0% | -1.5% | +10.5% | +9.2% |
| 30D | -33.0% | +3.7% | -36.7% | -33.7% |
| 3M | -19.0% | -0.4% | -18.6% | -19.3% |
| 6M | +30.4% | -2.8% | +33.2% | +29.9% |
| YTD | -40.2% | -1.6% | -38.6% | -41.0% |
| 1Y | -37.8% | -2.1% | -35.7% | -38.6% |
| All | +105.7% | +6.8% | +98.9% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling