+214.7%
SIMO vs PLTU
+121.9%
+92.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.2% | -1.4% | -5.2% |
| 7D | +4.1% | +9.0% | -4.9% | +3.3% |
| 30D | -24.0% | -33.0% | +9.0% | -21.4% |
| 3M | -31.8% | -19.0% | -12.8% | -30.7% |
| 6M | -36.9% | +30.4% | -67.3% | -40.2% |
| YTD | +84.8% | -40.2% | +125.0% | +88.0% |
| 1Y | +99.0% | -37.8% | +136.8% | +100.4% |
| All | +214.7% | +121.9% | +92.8% | +134.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling