+218.8%
SIMO vs PLTD
-77.7%
+296.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -5.5% | +11.2% | +4.7% |
| 7D | -8.2% | +4.2% | -12.4% | -7.1% |
| 30D | -34.6% | +20.8% | -55.5% | -32.1% |
| 3M | -32.6% | -2.6% | -30.1% | -32.1% |
| 6M | -31.8% | -33.1% | +1.3% | -34.5% |
| YTD | +87.6% | -20.0% | +107.7% | +91.2% |
| 1Y | +86.7% | -21.6% | +108.3% | +90.6% |
| All | +218.8% | -77.7% | +296.5% | +140.4% |
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 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