-2.8%
SPGI vs PLTU
+103.5%
-106.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.1% | -8.1% | -1.3% |
| 7D | +0.3% | -25.3% | +25.6% | +1.6% |
| 30D | +18.4% | -34.5% | +52.9% | +20.5% |
| 3M | +15.7% | -3.4% | +19.0% | +15.1% |
| 6M | +17.3% | +12.4% | +4.9% | +14.3% |
| YTD | -4.7% | -45.1% | +40.4% | -5.0% |
| 1Y | +1.8% | -45.7% | +47.5% | +1.1% |
| All | -2.8% | +103.5% | -106.4% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling