-2.9%
SE vs PLTU
+142.1%
-145.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.7% | +5.8% | +1.6% |
| 7D | +0.6% | -11.6% | +12.2% | +1.7% |
| 30D | -0.1% | -4.6% | +4.5% | -0.1% |
| 3M | +34.1% | +33.7% | +0.4% | +25.5% |
| 6M | +23.2% | -9.4% | +32.6% | +19.2% |
| YTD | -11.2% | -34.7% | +23.5% | -11.2% |
| 1Y | -40.5% | -23.2% | -17.3% | -43.2% |
| All | -2.9% | +142.1% | -145.0% | -28.6% |
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