-8.8%
SNPS vs PLTU
+126.1%
-134.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +11.1% | -7.4% | +2.4% |
| 7D | +0.2% | -11.7% | +11.9% | +1.4% |
| 30D | -8.4% | -36.9% | +28.5% | -4.0% |
| 3M | +12.3% | -10.9% | +23.2% | +12.9% |
| 6M | -9.6% | +18.0% | -27.6% | -14.3% |
| YTD | -0.6% | -39.0% | +38.4% | -0.3% |
| 1Y | +18.7% | -41.5% | +60.2% | +18.8% |
| All | -8.8% | +126.1% | -134.9% | -30.7% |
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