+89.4%
STM vs PLTU
-45.3%
+134.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +11.1% | -4.4% | +6.1% |
| 7D | -5.6% | -11.7% | +6.1% | -5.1% |
| 30D | -14.4% | -36.9% | +22.5% | -13.0% |
| 3M | -20.5% | -10.9% | -9.5% | -20.0% |
| 6M | -24.5% | +18.0% | -42.5% | -25.3% |
| YTD | +72.7% | -39.0% | +111.7% | +75.3% |
| All | +89.4% | -45.3% | +134.7% | +99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling