+102.1%
STM vs PLTU
+142.1%
-40.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | -0.1% |
| 7D | +5.2% | -11.6% | +16.8% | +6.0% |
| 30D | -7.4% | -4.6% | -2.7% | -7.4% |
| 3M | -30.6% | +33.7% | -64.4% | -33.4% |
| 6M | +66.4% | -9.4% | +75.8% | +62.5% |
| YTD | +101.1% | -34.7% | +135.9% | +101.1% |
| 1Y | +97.4% | -23.2% | +120.6% | +90.0% |
| All | +102.1% | +142.1% | -40.1% | +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