+73.0%
SIMO vs PLTD
-12.9%
+85.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.3% | +4.0% |
| 7D | -22.0% | +13.7% | -35.7% | -21.6% |
| 30D | -43.0% | +18.4% | -61.5% | -42.6% |
| 3M | -39.1% | -7.5% | -31.7% | -38.3% |
| 6M | -33.3% | -31.3% | -2.0% | -32.6% |
| YTD | +77.0% | -15.4% | +92.4% | +93.9% |
| 1Y | +73.0% | -18.4% | +91.4% | +87.5% |
| All | +73.0% | -12.9% | +85.9% | +87.5% |
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