+71.3%
STLD vs PLTU
+103.5%
-32.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.1% | -6.6% | +0.1% |
| 7D | -11.1% | -25.3% | +14.2% | -9.9% |
| 30D | -4.8% | -34.5% | +29.7% | -3.1% |
| 3M | -14.6% | -3.4% | -11.2% | -14.9% |
| 6M | -7.4% | +12.4% | -19.8% | -9.6% |
| YTD | +32.6% | -45.1% | +77.7% | +33.7% |
| 1Y | +47.3% | -45.7% | +93.0% | +47.9% |
| All | +71.3% | +103.5% | -32.2% | +51.6% |
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