+88.9%
SU vs PLTU
+140.2%
-51.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.7% |
| 7D | +1.6% | -0.8% | +2.3% | +1.6% |
| 30D | +10.7% | -8.8% | +19.5% | +10.8% |
| 3M | +13.5% | +41.7% | -28.2% | +12.4% |
| 6M | +21.8% | -9.3% | +31.1% | +21.7% |
| YTD | +58.8% | -35.2% | +94.1% | +59.8% |
| 1Y | +72.0% | -29.5% | +101.5% | +71.0% |
| All | +88.9% | +140.2% | -51.3% | +75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling