+93.5%
SU vs PLTD
-76.7%
+170.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.1% |
| 7D | +1.7% | +9.9% | -8.2% | +2.0% |
| 30D | +9.6% | +3.8% | +5.8% | +9.8% |
| 3M | +11.7% | -32.3% | +44.0% | +10.7% |
| 6M | +21.9% | -25.9% | +47.8% | +21.7% |
| YTD | +58.6% | -16.4% | +75.0% | +59.9% |
| 1Y | +66.5% | -25.2% | +91.7% | +66.4% |
| All | +93.5% | -76.7% | +170.2% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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