+233.4%
SIMO vs PLTU
+131.7%
+101.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.1% | -2.2% |
| 7D | +14.9% | +21.9% | -7.0% | +12.9% |
| 30D | -27.0% | -35.3% | +8.3% | -24.4% |
| 3M | -25.4% | -7.7% | -17.7% | -25.1% |
| 6M | -30.3% | +24.2% | -54.5% | -33.6% |
| YTD | +95.8% | -37.5% | +133.3% | +98.4% |
| 1Y | +100.0% | -43.6% | +143.6% | +104.6% |
| All | +233.4% | +131.7% | +101.7% | +147.0% |
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 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