+113.6%
SN vs PLTU
+90.0%
+23.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -19.6% | +18.7% | +1.3% |
| 7D | +3.8% | -39.1% | +42.9% | +9.5% |
| 30D | +17.5% | -37.6% | +55.1% | +23.1% |
| 3M | +19.2% | -12.7% | +31.9% | +19.3% |
| 6M | +84.9% | +1.7% | +83.2% | +76.5% |
| YTD | +94.0% | -48.8% | +142.8% | +97.9% |
| 1Y | +151.3% | -56.2% | +207.5% | +159.4% |
| All | +113.6% | +90.0% | +23.6% | +60.3% |
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