+373.4%
SIMO vs PLTD
-77.8%
+451.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.6% | +4.1% | +9.4% |
| 7D | +4.2% | +5.9% | -1.7% | +5.2% |
| 30D | +4.1% | -11.6% | +15.7% | +2.1% |
| 3M | -12.9% | -29.9% | +17.1% | -16.4% |
| 6M | +110.3% | -28.5% | +138.9% | +103.6% |
| YTD | +178.6% | -20.4% | +199.0% | +180.4% |
| 1Y | +220.0% | -33.3% | +253.3% | +212.7% |
| All | +373.4% | -77.8% | +451.2% | +252.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling