-9.3%
SW vs PLTU
+154.0%
-163.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.0% | +10.3% | +1.7% |
| 7D | -5.1% | -13.6% | +8.5% | -4.5% |
| 30D | -4.6% | +16.7% | -21.3% | -5.5% |
| 3M | +9.4% | +29.6% | -20.2% | +6.9% |
| 6M | +3.5% | -0.1% | +3.6% | +1.5% |
| YTD | +22.0% | -31.5% | +53.5% | +22.0% |
| 1Y | +2.2% | -19.7% | +21.9% | -0.8% |
| All | -9.3% | +154.0% | -163.4% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling