+70.6%
STLD vs PLTU
+90.0%
-19.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -19.6% | +12.0% | -6.6% |
| 7D | -12.5% | -39.1% | +26.6% | -10.5% |
| 30D | -6.8% | -37.6% | +30.8% | -4.9% |
| 3M | -16.4% | -12.7% | -3.7% | -16.3% |
| 6M | -6.1% | +1.7% | -7.8% | -7.8% |
| YTD | +32.0% | -48.8% | +80.7% | +33.6% |
| 1Y | +45.5% | -56.2% | +101.7% | +48.1% |
| All | +70.6% | +90.0% | -19.5% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling