+23.6%
SAN vs PLTU
-47.9%
+71.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +6.5% |
| 7D | +4.5% | -24.5% | +29.1% | +5.3% |
| 30D | -12.1% | -20.2% | +8.1% | -11.6% |
| 3M | -15.6% | +3.1% | -18.6% | -15.8% |
| 6M | +5.8% | +8.7% | -2.9% | +4.9% |
| YTD | +5.5% | -36.2% | +41.7% | +5.3% |
| 1Y | +23.6% | -47.1% | +70.7% | +24.5% |
| All | +23.6% | -47.9% | +71.5% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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