+1.2%
SO vs PLTU
-22.2%
+23.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.7% | +5.7% | +0.9% |
| 7D | +1.0% | -11.6% | +12.6% | +0.8% |
| 30D | -3.2% | -4.6% | +1.4% | -3.2% |
| 3M | -1.7% | +33.7% | -35.4% | -0.6% |
| 6M | -7.2% | -9.4% | +2.2% | -6.8% |
| YTD | +4.6% | -34.7% | +39.3% | +4.5% |
| 1Y | +1.2% | -23.2% | +24.4% | +1.4% |
| All | +1.2% | -22.2% | +23.4% | +1.4% |
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