+25.2%
SLB vs PLTU
+90.0%
-64.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -19.6% | +15.9% | -2.8% |
| 7D | -7.7% | -39.1% | +31.4% | -5.8% |
| 30D | -0.7% | -37.6% | +36.9% | +1.1% |
| 3M | 0.0% | -12.7% | +12.7% | 0.0% |
| 6M | -10.4% | +1.7% | -12.2% | -12.2% |
| YTD | +31.5% | -48.8% | +80.2% | +32.7% |
| 1Y | +39.1% | -56.2% | +95.3% | +41.2% |
| All | +25.2% | +90.0% | -64.8% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling