-33.5%
SGI vs PLTU
-47.3%
+13.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.9% |
| 7D | -10.7% | +21.9% | -32.6% | -11.5% |
| 30D | -3.6% | -35.3% | +31.7% | -1.9% |
| 3M | -5.4% | -7.7% | +2.3% | -5.8% |
| 6M | -7.0% | +24.2% | -31.3% | -9.9% |
| YTD | -31.6% | -37.5% | +5.9% | -32.3% |
| 1Y | -33.5% | -43.6% | +10.0% | -33.9% |
| All | -33.5% | -47.3% | +13.8% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling