+21.6%
SPG vs PLTU
-22.2%
+43.8%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.7% | +5.8% | +1.0% |
| 7D | 0.0% | -11.6% | +11.6% | -0.3% |
| 30D | -4.9% | -4.6% | -0.3% | -4.9% |
| 3M | +3.3% | +33.7% | -30.4% | +5.1% |
| 6M | +11.2% | -9.4% | +20.6% | +12.3% |
| YTD | +17.1% | -34.7% | +51.8% | +17.3% |
| 1Y | +21.6% | -23.2% | +44.8% | +23.9% |
| All | +21.6% | -22.2% | +43.8% | +23.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling