-5.5%
SRE vs PLTU
+134.3%
-139.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.3% | -4.5% | -0.3% |
| 7D | -5.6% | -0.9% | -4.7% | -5.7% |
| 30D | -4.5% | -34.7% | +30.2% | -3.9% |
| 3M | -7.7% | -10.8% | +3.0% | -7.8% |
| 6M | -14.4% | +24.1% | -38.5% | -15.6% |
| YTD | -9.4% | -36.8% | +27.4% | -8.7% |
| 1Y | -13.8% | -47.0% | +33.1% | -12.6% |
| All | -5.5% | +134.3% | -139.8% | -20.4% |
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