+135.5%
PLTU vs SUI
+6.5%
+129.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.3% | -8.7% | -8.9% |
| 7D | -13.6% | -2.8% | -10.8% | -13.0% |
| 30D | +16.7% | -1.2% | +17.8% | +16.7% |
| 3M | +29.6% | -1.7% | +31.3% | +29.0% |
| 6M | -0.1% | -10.5% | +10.4% | +3.6% |
| YTD | -31.5% | -1.8% | -29.7% | -32.3% |
| 1Y | -19.7% | -4.1% | -15.6% | -20.1% |
| All | +135.5% | +6.5% | +129.0% | +85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling