-50.9%
SFM vs PLTU
+140.2%
-191.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.9% |
| 7D | -7.2% | -0.8% | -6.4% | -7.2% |
| 30D | -14.3% | -8.8% | -5.5% | -14.2% |
| 3M | -13.7% | +41.7% | -55.4% | -15.7% |
| 6M | -6.0% | -9.3% | +3.3% | -6.7% |
| YTD | -8.2% | -35.2% | +27.0% | -7.3% |
| 1Y | -46.2% | -29.5% | -16.8% | -46.6% |
| All | -50.9% | +140.2% | -191.1% | -58.0% |
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