+788.6%
STX vs PLTU
+154.0%
+634.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -9.0% | +15.4% | +7.1% |
| 7D | +2.4% | -13.6% | +15.9% | +3.4% |
| 30D | +1.4% | +16.7% | -15.3% | -0.7% |
| 3M | -8.2% | +29.6% | -37.8% | -12.3% |
| 6M | +127.0% | -0.1% | +127.1% | +119.6% |
| YTD | +209.1% | -31.5% | +240.7% | +210.1% |
| 1Y | +365.4% | -19.7% | +385.2% | +355.1% |
| All | +788.6% | +154.0% | +634.6% | +595.1% |
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 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