+75.1%
STT vs PLTU
+103.5%
-28.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.1% | -6.9% | -0.2% |
| 7D | -2.5% | -25.3% | +22.8% | -0.9% |
| 30D | -5.0% | -34.5% | +29.5% | -2.8% |
| 3M | -10.5% | -3.4% | -7.1% | -10.9% |
| 6M | +10.0% | +12.4% | -2.4% | +6.6% |
| YTD | +30.7% | -45.1% | +75.8% | +31.9% |
| 1Y | +43.8% | -45.7% | +89.4% | +44.4% |
| All | +75.1% | +103.5% | -28.4% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling