-36.4%
STZ vs PLTU
+90.0%
-126.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -19.6% | +19.0% | -0.8% |
| 7D | +11.8% | -39.1% | +50.9% | +11.4% |
| 30D | +26.0% | -37.6% | +63.6% | +25.5% |
| 3M | +11.5% | -12.7% | +24.3% | +11.3% |
| 6M | -2.0% | +1.7% | -3.7% | -1.8% |
| YTD | +7.9% | -48.8% | +56.6% | +8.5% |
| 1Y | +13.9% | -56.2% | +70.1% | +14.7% |
| All | -36.4% | +90.0% | -126.4% | -39.8% |
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