-33.3%
PLTD vs SM
+36.8%
-70.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.1% | +7.7% | +4.8% |
| 7D | +5.9% | -0.5% | +6.4% | +6.0% |
| 30D | -11.6% | +25.6% | -37.2% | -12.8% |
| 3M | -29.9% | +8.0% | -38.0% | -30.2% |
| 6M | -28.5% | +50.8% | -79.3% | -29.2% |
| YTD | -20.4% | +97.9% | -118.3% | -22.8% |
| 1Y | -33.3% | +33.8% | -67.1% | -33.2% |
| All | -33.3% | +36.8% | -70.0% | -33.2% |
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