+1.9%
SRE vs PLTU
+140.2%
-138.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +1.5% | -0.8% | +2.2% | +1.4% |
| 30D | +0.8% | -8.8% | +9.6% | +0.9% |
| 3M | -5.8% | +41.7% | -47.4% | -7.0% |
| 6M | -7.8% | -9.3% | +1.5% | -8.0% |
| YTD | -2.4% | -35.2% | +32.9% | -1.5% |
| 1Y | +8.9% | -29.5% | +38.4% | +8.3% |
| All | +1.9% | +140.2% | -138.3% | -14.0% |
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