+73.0%
SIMO vs PLTU
-53.1%
+126.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.1% | -2.9% | +3.9% |
| 7D | -22.0% | -25.3% | +3.3% | -21.6% |
| 30D | -43.0% | -34.5% | -8.6% | -42.6% |
| 3M | -39.1% | -3.4% | -35.8% | -38.3% |
| 6M | -33.3% | +12.4% | -45.7% | -32.6% |
| YTD | +77.0% | -45.1% | +122.1% | +93.6% |
| 1Y | +73.0% | -45.7% | +118.7% | +86.4% |
| All | +73.0% | -53.1% | +126.1% | +86.4% |
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