+44.6%
SLB vs PLTU
-47.3%
+91.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +2.6% | +21.9% | -19.3% | +2.3% |
| 30D | +4.4% | -35.3% | +39.7% | +4.6% |
| 3M | -2.7% | -7.7% | +5.0% | -2.7% |
| 6M | -7.5% | +24.2% | -31.8% | -7.9% |
| YTD | +34.8% | -37.5% | +72.4% | +34.0% |
| 1Y | +44.6% | -43.6% | +88.2% | +43.8% |
| All | +44.6% | -47.3% | +91.9% | +43.8% |
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