+95.4%
STM vs PLTU
-47.3%
+142.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +0.5% |
| 7D | +16.3% | +21.9% | -5.6% | +14.9% |
| 30D | -6.3% | -35.3% | +29.0% | -4.9% |
| 3M | -14.1% | -7.7% | -6.4% | -13.7% |
| 6M | -19.6% | +24.2% | -43.8% | -20.6% |
| YTD | +80.1% | -37.5% | +117.7% | +82.9% |
| 1Y | +95.4% | -43.6% | +138.9% | +100.4% |
| All | +95.4% | -47.3% | +142.6% | +100.4% |
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