+39.4%
SHEL vs PLTU
-35.4%
+74.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.9% |
| 7D | +4.1% | -8.1% | +12.2% | +4.1% |
| 30D | +8.4% | -7.0% | +15.4% | +8.3% |
| 3M | +13.7% | +40.0% | -26.3% | +13.9% |
| 6M | +12.7% | -6.0% | +18.7% | +13.6% |
| YTD | +35.3% | -37.1% | +72.4% | +35.3% |
| 1Y | +39.4% | -33.1% | +72.5% | +42.6% |
| All | +39.4% | -35.4% | +74.8% | +42.6% |
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