+9.7%
SPOT vs PLTU
+140.2%
-130.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -6.5% | -0.8% | -5.7% | -6.6% |
| 30D | +2.2% | -8.8% | +11.0% | +2.7% |
| 3M | +5.4% | +41.7% | -36.3% | -3.6% |
| 6M | -4.0% | -9.3% | +5.3% | -7.8% |
| YTD | -9.9% | -35.2% | +25.3% | -9.8% |
| 1Y | -27.3% | -29.5% | +2.2% | -30.4% |
| All | +9.7% | +140.2% | -130.5% | -28.4% |
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 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