-12.4%
SHW vs PLTU
+140.2%
-152.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -3.2% | -0.8% | -2.4% | -3.2% |
| 30D | -11.4% | -8.8% | -2.6% | -11.3% |
| 3M | +3.5% | +41.7% | -38.2% | +2.4% |
| 6M | -3.4% | -9.3% | +5.9% | -3.8% |
| YTD | -0.3% | -35.2% | +34.9% | -0.1% |
| 1Y | -10.4% | -29.5% | +19.0% | -11.0% |
| All | -12.4% | +140.2% | -152.6% | -21.7% |
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 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