+200.7%
SIMO vs PLTD
-76.4%
+277.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.3% | +3.6% |
| 7D | -22.0% | +13.7% | -35.7% | -19.9% |
| 30D | -43.0% | +18.4% | -61.5% | -40.9% |
| 3M | -39.1% | -7.5% | -31.7% | -39.1% |
| 6M | -33.3% | -31.3% | -2.0% | -35.8% |
| YTD | +77.0% | -15.4% | +92.4% | +82.1% |
| 1Y | +73.0% | -18.4% | +91.4% | +77.6% |
| All | +200.7% | -76.4% | +277.1% | +128.9% |
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