-36.1%
SE vs PLTU
+131.7%
-167.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | -1.5% | +21.9% | -23.4% | -3.8% |
| 30D | -22.3% | -35.3% | +13.0% | -18.9% |
| 3M | -41.8% | -7.7% | -34.1% | -42.2% |
| 6M | -22.4% | +24.2% | -46.6% | -27.9% |
| YTD | -41.6% | -37.5% | -4.0% | -41.8% |
| 1Y | -48.0% | -43.6% | -4.5% | -47.8% |
| All | -36.1% | +131.7% | -167.8% | -53.2% |
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