+68.5%
STRL vs PLTU
-18.5%
+87.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -9.0% | +14.8% | +5.8% |
| 7D | +3.4% | -13.6% | +17.0% | +3.4% |
| 30D | -9.2% | +16.7% | -25.9% | -9.4% |
| 3M | -51.0% | +29.6% | -80.6% | -49.6% |
| 6M | +15.8% | -0.1% | +15.9% | +20.5% |
| YTD | +58.9% | -31.5% | +90.4% | +81.3% |
| 1Y | +68.5% | -19.7% | +88.3% | +77.4% |
| All | +68.5% | -18.5% | +87.0% | +77.4% |
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