+55.2%
STRL vs PLTU
+121.9%
-66.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.2% | +1.2% | -2.5% |
| 7D | +15.7% | +9.0% | +6.6% | +14.5% |
| 30D | -35.5% | -33.0% | -2.5% | -32.3% |
| 3M | -47.1% | -19.0% | -28.2% | -46.0% |
| 6M | -65.8% | +30.4% | -96.2% | -68.4% |
| YTD | -4.5% | -40.2% | +35.6% | -1.7% |
| 1Y | -10.5% | -37.8% | +27.3% | -8.8% |
| All | +55.2% | +121.9% | -66.7% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling