+86.2%
SU vs PLTU
-47.9%
+134.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -4.6% |
| 7D | -7.1% | -24.5% | +17.4% | -7.5% |
| 30D | +4.8% | -20.2% | +24.9% | +4.4% |
| 3M | +12.5% | +3.1% | +9.4% | +12.9% |
| 6M | +6.5% | +8.7% | -2.3% | +8.1% |
| YTD | +65.8% | -36.2% | +102.0% | +65.9% |
| 1Y | +86.2% | -47.1% | +133.3% | +86.3% |
| All | +86.2% | -47.9% | +134.1% | +86.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling