-53.0%
SPXU vs PLTD
-77.5%
+24.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -0.9% | +0.3% |
| 7D | -7.6% | -4.8% | -2.8% | -5.6% |
| 30D | +5.3% | +16.9% | -11.5% | -0.7% |
| 3M | +9.6% | +2.6% | +7.0% | +8.1% |
| 6M | -4.5% | -36.2% | +31.7% | +9.1% |
| YTD | -25.9% | -19.4% | -6.5% | -26.1% |
| 1Y | -28.9% | -22.5% | -6.3% | -27.7% |
| All | -53.0% | -77.5% | +24.5% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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