+21.1%
SIRI vs PLTU
+140.2%
-119.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | -3.9% | -0.8% | -3.1% | -3.9% |
| 30D | -0.8% | -8.8% | +8.0% | -0.6% |
| 3M | +4.3% | +41.7% | -37.4% | +0.2% |
| 6M | +34.1% | -9.3% | +43.3% | +31.5% |
| YTD | +47.3% | -35.2% | +82.5% | +47.5% |
| 1Y | +22.9% | -29.5% | +52.4% | +19.8% |
| All | +21.1% | +140.2% | -119.1% | -9.5% |
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