-10.9%
SHW vs PLTU
+142.1%
-153.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.7% | +2.4% | -2.2% |
| 7D | -1.2% | -11.6% | +10.4% | -1.0% |
| 30D | -11.6% | -4.6% | -7.0% | -11.6% |
| 3M | +9.1% | +33.7% | -24.6% | +8.1% |
| 6M | -0.7% | -9.4% | +8.7% | -1.1% |
| YTD | +1.4% | -34.7% | +36.1% | +1.6% |
| 1Y | -12.3% | -23.2% | +11.0% | -13.1% |
| All | -10.9% | +142.1% | -153.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling