-33.3%
PLTD vs SM
+41.6%
-75.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.5% | +7.2% | +4.8% |
| 7D | +5.9% | +0.1% | +5.8% | +6.0% |
| 30D | -11.6% | +26.3% | -37.9% | -12.9% |
| 3M | -29.9% | +8.7% | -38.6% | -30.3% |
| 6M | -28.5% | +51.7% | -80.2% | -29.4% |
| YTD | -20.4% | +99.0% | -119.4% | -23.3% |
| All | -33.3% | +41.6% | -75.0% | -32.2% |
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