+124.6%
SN vs PLTD
-78.1%
+202.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.5% |
| 7D | +3.5% | -1.6% | +5.1% | +3.3% |
| 30D | +19.4% | +18.5% | +1.0% | +24.7% |
| 3M | +20.9% | -2.4% | +23.3% | +21.3% |
| 6M | +111.1% | -34.6% | +145.7% | +97.8% |
| YTD | +102.8% | -21.4% | +124.2% | +102.9% |
| 1Y | +146.2% | -16.8% | +162.9% | +151.8% |
| All | +124.6% | -78.1% | +202.7% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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