-37.3%
SFM vs PLTU
+12.5%
-49.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +7.1% | -11.9% | -4.5% |
| 7D | -1.2% | -25.3% | +24.1% | -2.6% |
| 30D | -24.8% | -34.5% | +9.7% | -26.1% |
| 3M | -43.7% | -3.4% | -40.3% | -43.4% |
| 6M | -37.3% | +12.4% | -49.7% | -36.7% |
| All | -37.3% | +12.5% | -49.8% | -36.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling