+88.6%
SU vs PLTU
+129.7%
-41.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.2% | -0.1% |
| 7D | +1.7% | -17.7% | +19.4% | +2.0% |
| 30D | +9.6% | -12.5% | +22.1% | +9.8% |
| 3M | +11.7% | +39.5% | -27.8% | +10.7% |
| 6M | +21.9% | -7.0% | +28.9% | +21.6% |
| YTD | +58.6% | -38.1% | +96.7% | +59.7% |
| 1Y | +66.5% | -36.0% | +102.5% | +66.1% |
| All | +88.6% | +129.7% | -41.1% | +75.4% |
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