+22.6%
SIRI vs PLTU
+129.7%
-107.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.4% | +5.6% | +1.5% |
| 7D | -3.0% | -17.7% | +14.7% | -1.9% |
| 30D | +1.3% | -12.5% | +13.8% | +1.8% |
| 3M | +5.6% | +39.5% | -33.9% | +1.5% |
| 6M | +35.2% | -7.0% | +42.1% | +32.3% |
| YTD | +49.1% | -38.1% | +87.1% | +49.7% |
| 1Y | +26.8% | -36.0% | +62.8% | +24.6% |
| All | +22.6% | +129.7% | -107.1% | -8.2% |
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