-11.9%
SRE vs PLTU
+22.7%
-34.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +0.6% |
| 7D | +1.8% | +9.0% | -7.3% | +2.0% |
| 30D | -3.0% | -33.0% | +30.0% | -4.3% |
| 3M | -7.3% | -19.0% | +11.7% | -7.6% |
| 6M | -11.9% | +30.4% | -42.3% | -9.4% |
| All | -11.9% | +22.7% | -34.6% | -9.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling