+124.1%
SN vs PLTD
-77.5%
+201.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.7% | +3.3% |
| 7D | +1.5% | -4.8% | +6.3% | +0.5% |
| 30D | +21.5% | +16.9% | +4.7% | +26.4% |
| 3M | +20.0% | +2.6% | +17.4% | +21.7% |
| 6M | +119.9% | -36.2% | +156.2% | +104.3% |
| YTD | +102.3% | -19.4% | +121.7% | +103.6% |
| 1Y | +148.0% | -22.5% | +170.5% | +147.6% |
| All | +124.1% | -77.5% | +201.6% | +67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling