+88.3%
SU vs PLTU
+133.3%
-45.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | +2.2% | -8.1% | +10.4% | +2.4% |
| 30D | +8.4% | -7.0% | +15.5% | +8.5% |
| 3M | +12.1% | +40.0% | -27.9% | +11.0% |
| 6M | +19.7% | -6.0% | +25.6% | +19.4% |
| YTD | +58.4% | -37.1% | +95.5% | +59.5% |
| 1Y | +67.2% | -33.1% | +100.4% | +66.5% |
| All | +88.3% | +133.3% | -45.0% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling