+6.0%
SO vs PLTU
-44.3%
+50.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +1.1% |
| 7D | +1.4% | +9.0% | -7.7% | +1.6% |
| 30D | +4.7% | -33.0% | +37.7% | +3.7% |
| 3M | +1.7% | -19.0% | +20.7% | +1.3% |
| 6M | +2.2% | +30.4% | -28.3% | +3.3% |
| YTD | +10.0% | -40.2% | +50.1% | +9.0% |
| 1Y | +6.0% | -37.8% | +43.8% | +4.7% |
| All | +6.0% | -44.3% | +50.3% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling