+122.8%
SN vs PLTU
+121.9%
+0.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +7.1% | +3.3% |
| 7D | +1.5% | +9.0% | -7.5% | +0.5% |
| 30D | +21.5% | -33.0% | +54.5% | +26.3% |
| 3M | +20.0% | -19.0% | +39.0% | +21.4% |
| 6M | +119.9% | +30.4% | +89.5% | +103.5% |
| YTD | +102.3% | -40.2% | +142.5% | +102.6% |
| 1Y | +148.0% | -37.8% | +185.8% | +145.6% |
| All | +122.8% | +121.9% | +0.9% | +64.1% |
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