+28.5%
SIRI vs PLTU
-18.5%
+47.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.0% | +6.4% | -2.5% |
| 7D | +1.6% | -13.6% | +15.2% | +1.7% |
| 30D | -4.7% | +16.7% | -21.4% | -5.1% |
| 3M | +5.3% | +29.6% | -24.3% | +3.7% |
| 6M | +30.5% | -0.1% | +30.6% | +28.1% |
| YTD | +49.6% | -31.5% | +81.1% | +48.3% |
| 1Y | +28.5% | -19.7% | +48.2% | +28.4% |
| All | +28.5% | -18.5% | +47.0% | +28.4% |
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