+130.7%
SITM vs PLTU
+129.7%
+1.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +2.8% |
| 7D | +4.8% | -17.7% | +22.6% | +8.0% |
| 30D | -9.7% | -12.5% | +2.8% | -8.6% |
| 3M | -9.3% | +39.5% | -48.8% | -18.6% |
| 6M | +69.5% | -7.0% | +76.5% | +59.5% |
| YTD | +70.5% | -38.1% | +108.6% | +70.3% |
| 1Y | +145.3% | -36.0% | +181.2% | +134.0% |
| All | +130.7% | +129.7% | +1.0% | +26.4% |
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 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