+103.0%
STT vs PLTU
+142.1%
-39.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.4% | -0.9% |
| 7D | +2.2% | -11.6% | +13.8% | +2.8% |
| 30D | +3.9% | -4.6% | +8.5% | +3.9% |
| 3M | +19.2% | +33.7% | -14.5% | +15.2% |
| 6M | +60.4% | -9.4% | +69.8% | +57.9% |
| YTD | +51.5% | -34.7% | +86.2% | +51.8% |
| 1Y | +76.3% | -23.2% | +99.5% | +71.7% |
| All | +103.0% | +142.1% | -39.2% | +67.1% |
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