+165.5%
SITM vs PLTD
-33.9%
+199.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.6% | +1.9% | +6.9% |
| 7D | +9.7% | +5.9% | +3.8% | +10.3% |
| 30D | +12.7% | -11.6% | +24.3% | +11.5% |
| 3M | -13.4% | -29.9% | +16.5% | -15.2% |
| 6M | +59.6% | -28.5% | +88.2% | +55.9% |
| YTD | +73.3% | -20.4% | +93.7% | +76.4% |
| 1Y | +165.5% | -33.3% | +198.8% | +137.4% |
| All | +165.5% | -33.9% | +199.5% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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