+71.2%
SU vs PLTU
-18.5%
+89.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.0% | +8.3% | -0.8% |
| 7D | +3.6% | -13.6% | +17.1% | +3.4% |
| 30D | +7.9% | +16.7% | -8.8% | +8.3% |
| 3M | +3.5% | +29.6% | -26.1% | +4.9% |
| 6M | +19.0% | -0.1% | +19.1% | +20.6% |
| YTD | +55.0% | -31.5% | +86.5% | +55.6% |
| 1Y | +71.2% | -19.7% | +90.9% | +71.5% |
| All | +71.2% | -18.5% | +89.7% | +71.5% |
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