-54.2%
SPXU vs PLTD
-77.2%
+23.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +1.3% | -0.9% | +2.2% | +1.5% |
| 30D | +5.1% | +1.3% | +3.8% | +4.2% |
| 3M | -9.1% | -32.9% | +23.7% | +2.2% |
| 6M | -29.6% | -24.9% | -4.7% | -26.0% |
| YTD | -27.7% | -18.2% | -9.4% | -28.2% |
| 1Y | -37.0% | -28.7% | -8.3% | -33.6% |
| All | -54.2% | -77.2% | +23.0% | -12.3% |
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