-35.4%
SE vs PLTU
+121.9%
-157.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.6% |
| 7D | -0.5% | +9.0% | -9.5% | -1.6% |
| 30D | -20.9% | -33.0% | +12.1% | -17.8% |
| 3M | -38.9% | -19.0% | -19.9% | -38.3% |
| 6M | -19.4% | +30.4% | -49.8% | -25.7% |
| YTD | -40.9% | -40.2% | -0.8% | -40.9% |
| 1Y | -46.2% | -37.8% | -8.4% | -46.8% |
| All | -35.4% | +121.9% | -157.3% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling