-35.1%
SE vs PLTU
+103.5%
-138.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.1% | -7.0% | -0.7% |
| 7D | +2.0% | -25.3% | +27.3% | +5.2% |
| 30D | -20.0% | -34.5% | +14.5% | -16.6% |
| 3M | -31.8% | -3.4% | -28.4% | -32.6% |
| 6M | -15.9% | +12.4% | -28.3% | -21.0% |
| YTD | -40.6% | -45.1% | +4.5% | -40.0% |
| 1Y | -50.7% | -45.7% | -5.0% | -50.5% |
| All | -35.1% | +103.5% | -138.6% | -51.7% |
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