+33.8%
SM vs PLTU
-18.5%
+52.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +5.9% | -3.3% |
| 7D | -0.5% | -13.6% | +13.1% | -0.7% |
| 30D | +25.6% | +16.7% | +8.9% | +26.2% |
| 3M | +8.0% | +29.6% | -21.5% | +10.3% |
| 6M | +50.8% | -0.1% | +50.9% | +53.6% |
| YTD | +97.9% | -31.5% | +129.4% | +96.6% |
| 1Y | +33.8% | -19.7% | +53.5% | +38.5% |
| All | +33.8% | -18.5% | +52.3% | +38.5% |
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 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