+23.6%
SHOP vs PLTU
+154.0%
-130.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.0% | +8.5% | +1.5% |
| 7D | -5.1% | -13.6% | +8.5% | -2.5% |
| 30D | +0.6% | +16.7% | -16.1% | -4.0% |
| 3M | +25.0% | +29.6% | -4.5% | +11.7% |
| 6M | +11.9% | -0.1% | +12.0% | +4.5% |
| YTD | -9.9% | -31.5% | +21.6% | -10.5% |
| 1Y | 0.0% | -19.7% | +19.7% | -6.7% |
| All | +23.6% | +154.0% | -130.4% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling