-65.0%
SFM vs PLTU
+121.9%
-186.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.6% | +1.5% |
| 7D | +6.0% | +9.0% | -3.0% | +5.8% |
| 30D | -19.5% | -33.0% | +13.5% | -18.7% |
| 3M | -37.0% | -19.0% | -18.0% | -36.9% |
| 6M | -41.0% | +30.4% | -71.4% | -42.7% |
| YTD | -34.6% | -40.2% | +5.5% | -34.1% |
| 1Y | -36.3% | -37.8% | +1.5% | -36.2% |
| All | -65.0% | +121.9% | -186.9% | -70.1% |
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