+116.6%
SN vs PLTU
+131.7%
-15.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.9% |
| 7D | +1.4% | +21.9% | -20.5% | -0.9% |
| 30D | +16.6% | -35.3% | +51.9% | +21.7% |
| 3M | +18.3% | -7.7% | +26.0% | +17.8% |
| 6M | +103.1% | +24.2% | +78.8% | +89.3% |
| YTD | +96.7% | -37.5% | +134.3% | +96.0% |
| 1Y | +134.3% | -43.6% | +177.9% | +135.6% |
| All | +116.6% | +131.7% | -15.1% | +58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling