+99.0%
SIMO vs PLTD
-18.9%
+117.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.2% | -7.8% | -5.5% |
| 7D | +4.1% | -4.8% | +8.9% | +3.9% |
| 30D | -24.0% | +16.9% | -40.8% | -24.0% |
| 3M | -31.8% | +2.6% | -34.4% | -31.1% |
| 6M | -36.9% | -36.2% | -0.6% | -36.1% |
| YTD | +84.8% | -19.4% | +104.2% | +104.8% |
| 1Y | +99.0% | -22.5% | +121.5% | +112.4% |
| All | +99.0% | -18.9% | +117.9% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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