+74.1%
STM vs PLTU
+124.7%
-50.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -7.9% | -9.2% | +1.3% | -7.1% |
| 30D | -14.1% | -37.3% | +23.2% | -10.9% |
| 3M | -17.6% | -14.7% | -2.9% | -17.0% |
| 6M | -24.2% | +17.3% | -41.5% | -27.2% |
| YTD | +73.3% | -39.4% | +112.7% | +74.1% |
| 1Y | +90.1% | -50.6% | +140.7% | +94.5% |
| All | +74.1% | +124.7% | -50.6% | +31.3% |
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