+120.7%
SN vs PLTD
-76.4%
+197.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +2.0% |
| 7D | +7.2% | +13.7% | -6.6% | +10.5% |
| 30D | +20.4% | +18.4% | +2.0% | +25.6% |
| 3M | +23.9% | -7.5% | +31.4% | +22.9% |
| 6M | +93.0% | -31.3% | +124.4% | +82.6% |
| YTD | +99.2% | -15.4% | +114.6% | +102.6% |
| 1Y | +142.6% | -18.4% | +161.0% | +145.7% |
| All | +120.7% | -76.4% | +197.1% | +66.9% |
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