+78.1%
STM vs PLTU
-53.1%
+131.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +7.1% | -2.7% | +4.0% |
| 7D | -10.7% | -25.3% | +14.6% | -9.5% |
| 30D | -25.7% | -34.5% | +8.8% | -24.3% |
| 3M | -21.6% | -3.4% | -18.2% | -21.1% |
| 6M | -27.8% | +12.4% | -40.2% | -28.2% |
| YTD | +61.8% | -45.1% | +106.9% | +64.4% |
| 1Y | +78.1% | -45.7% | +123.8% | +79.1% |
| All | +78.1% | -53.1% | +131.2% | +79.1% |
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