+71.6%
SM vs PLTU
-47.9%
+119.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -4.5% | -10.8% | -15.4% |
| 7D | -21.5% | -24.5% | +3.0% | -22.0% |
| 30D | -11.4% | -20.2% | +8.8% | -11.8% |
| 3M | +0.6% | +3.1% | -2.5% | +0.9% |
| 6M | +0.2% | +8.7% | -8.5% | +2.3% |
| YTD | +69.7% | -36.2% | +105.9% | +68.0% |
| 1Y | +71.6% | -47.1% | +118.7% | +70.9% |
| All | +71.6% | -47.9% | +119.5% | +70.9% |
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