+34.2%
SPYG vs PLTU
+133.3%
-99.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -0.9% | -8.1% | +7.3% | -0.1% |
| 30D | -1.5% | -7.0% | +5.5% | -1.2% |
| 3M | +3.7% | +40.0% | -36.3% | -1.9% |
| 6M | +16.4% | -6.0% | +22.4% | +13.0% |
| YTD | +13.3% | -37.1% | +50.4% | +13.7% |
| 1Y | +17.9% | -33.1% | +51.0% | +15.6% |
| All | +34.2% | +133.3% | -99.2% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling