-16.5%
PLTD vs SM
+70.4%
-86.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -15.3% | +17.7% | +3.1% |
| 7D | +14.4% | -21.5% | +35.9% | +15.8% |
| 30D | +8.6% | -11.4% | +20.0% | +9.0% |
| 3M | -9.2% | +0.6% | -9.8% | -9.6% |
| 6M | -29.5% | +0.2% | -29.8% | -29.3% |
| YTD | -20.2% | +69.7% | -89.9% | -22.0% |
| 1Y | -16.5% | +71.6% | -88.1% | -17.7% |
| All | -16.5% | +70.4% | -86.9% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling