-2.7%
SPGI vs PLTU
+131.7%
-134.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | -0.8% | +21.9% | -22.7% | -1.9% |
| 30D | +14.3% | -35.3% | +49.5% | +16.5% |
| 3M | +14.5% | -7.7% | +22.2% | +14.2% |
| 6M | +17.3% | +24.2% | -7.0% | +13.7% |
| YTD | -4.6% | -37.5% | +33.0% | -5.6% |
| 1Y | +0.8% | -43.6% | +44.3% | -0.1% |
| All | -2.7% | +131.7% | -134.4% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling