-77.5%
PLTD vs SM
-5.8%
-71.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.5% | +7.2% | +4.3% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | -11.6% | +26.3% | -37.9% | -8.1% |
| 3M | -29.9% | +8.7% | -38.6% | -29.0% |
| 6M | -28.5% | +51.7% | -80.2% | -21.1% |
| YTD | -20.4% | +99.0% | -119.4% | -5.3% |
| 1Y | -33.3% | +34.6% | -67.9% | -30.1% |
| All | -77.5% | -5.8% | -71.8% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling