+1.8%
SPGI vs PLTU
-46.5%
+48.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.9% | +0.1% |
| 7D | -1.4% | -0.9% | -0.5% | -1.5% |
| 30D | +15.3% | -34.7% | +50.0% | +17.8% |
| 3M | +16.5% | -10.8% | +27.3% | +16.3% |
| 6M | +19.8% | +24.1% | -4.2% | +15.4% |
| YTD | -3.2% | -36.8% | +33.6% | -6.4% |
| 1Y | +1.8% | -47.0% | +48.8% | -1.9% |
| All | +1.8% | -46.5% | +48.3% | -1.9% |
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 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