+46.8%
STT vs PLTU
-47.3%
+94.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +5.1% | +21.9% | -16.8% | +4.4% |
| 30D | -0.2% | -35.3% | +35.0% | +0.7% |
| 3M | -8.1% | -7.7% | -0.4% | -8.1% |
| 6M | +16.6% | +24.2% | -7.6% | +15.4% |
| YTD | +37.8% | -37.5% | +75.4% | +40.5% |
| 1Y | +46.8% | -43.6% | +90.4% | +50.5% |
| All | +46.8% | -47.3% | +94.1% | +50.5% |
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