+218.5%
SIMO vs PLTU
+126.1%
+92.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +11.1% | -5.4% | +4.7% |
| 7D | -8.5% | -11.7% | +3.3% | -7.5% |
| 30D | -34.8% | -36.9% | +2.1% | -32.4% |
| 3M | -32.8% | -10.9% | -21.9% | -32.4% |
| 6M | -32.0% | +18.0% | -50.0% | -34.9% |
| YTD | +87.0% | -39.0% | +126.1% | +89.9% |
| 1Y | +86.1% | -41.5% | +127.6% | +88.7% |
| All | +218.5% | +126.1% | +92.4% | +136.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling