+100.5%
SIMO vs PLTU
-47.9%
+148.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.5% | -5.1% | -9.5% |
| 7D | -16.9% | -24.5% | +7.6% | -16.7% |
| 30D | -35.4% | -20.2% | -15.2% | -35.1% |
| 3M | -31.9% | +3.1% | -34.9% | -31.3% |
| 6M | -19.3% | +8.7% | -28.1% | -18.2% |
| YTD | +98.5% | -36.2% | +134.7% | +115.8% |
| 1Y | +100.5% | -47.1% | +147.6% | +124.0% |
| All | +100.5% | -47.9% | +148.5% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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