+1.3%
SRE vs PLTD
-77.2%
+78.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +1.5% | -0.9% | +2.4% | +1.4% |
| 30D | +0.8% | +1.3% | -0.5% | +0.9% |
| 3M | -5.8% | -32.9% | +27.1% | -7.0% |
| 6M | -7.8% | -24.9% | +17.1% | -8.0% |
| YTD | -2.4% | -18.2% | +15.9% | -1.4% |
| 1Y | +8.9% | -28.7% | +37.6% | +8.6% |
| All | +1.3% | -77.2% | +78.5% | -13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling