+70.6%
SN vs PLTU
+154.0%
-83.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.0% | +8.0% | 0.0% |
| 7D | -9.3% | -13.6% | +4.2% | -8.0% |
| 30D | -4.8% | +16.7% | -21.5% | -7.0% |
| 3M | +40.4% | +29.6% | +10.9% | +32.5% |
| 6M | +50.9% | -0.1% | +51.1% | +44.6% |
| YTD | +54.9% | -31.5% | +86.5% | +54.3% |
| 1Y | +43.0% | -19.7% | +62.8% | +35.3% |
| All | +70.6% | +154.0% | -83.4% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling