+119.4%
SN vs PLTU
+103.5%
+15.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.1% | -4.4% | +1.9% |
| 7D | +7.2% | -25.3% | +32.5% | +10.5% |
| 30D | +20.4% | -34.5% | +54.9% | +25.4% |
| 3M | +23.9% | -3.4% | +27.3% | +22.6% |
| 6M | +93.0% | +12.4% | +80.6% | +82.0% |
| YTD | +99.2% | -45.1% | +144.4% | +101.6% |
| 1Y | +142.6% | -45.7% | +188.3% | +143.7% |
| All | +119.4% | +103.5% | +15.9% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling