+18.2%
SYF vs PLTU
+142.1%
-123.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.0% | -1.2% |
| 7D | +2.6% | -11.6% | +14.2% | +3.5% |
| 30D | 0.0% | -4.6% | +4.7% | 0.0% |
| 3M | +11.9% | +33.7% | -21.8% | +6.6% |
| 6M | +18.9% | -9.4% | +28.3% | +16.1% |
| YTD | -4.6% | -34.7% | +30.1% | -4.5% |
| 1Y | +6.4% | -23.2% | +29.6% | +2.1% |
| All | +18.2% | +142.1% | -123.9% | -9.4% |
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 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