+158.2%
STRL vs PLTU
+154.0%
+4.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -9.0% | +14.8% | +6.7% |
| 7D | +3.4% | -13.6% | +17.0% | +4.7% |
| 30D | -9.2% | +16.7% | -25.9% | -11.5% |
| 3M | -51.0% | +29.6% | -80.6% | -53.9% |
| 6M | +15.8% | -0.1% | +15.9% | +10.2% |
| YTD | +58.9% | -31.5% | +90.4% | +60.8% |
| 1Y | +68.5% | -19.7% | +88.3% | +63.1% |
| All | +158.2% | +154.0% | +4.1% | +68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling