-13.0%
SAP vs PLTU
+142.1%
-155.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | -1.2% |
| 7D | -0.3% | -11.6% | +11.3% | +0.8% |
| 30D | +2.6% | -4.6% | +7.2% | +2.8% |
| 3M | +16.3% | +33.7% | -17.5% | +10.3% |
| 6M | +6.4% | -9.4% | +15.8% | +3.7% |
| YTD | -11.4% | -34.7% | +23.3% | -12.0% |
| 1Y | -20.4% | -23.2% | +2.8% | -23.0% |
| All | -13.0% | +142.1% | -155.1% | -28.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling