-22.7%
SM vs PLTU
+103.5%
-126.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.1% | -6.1% | +0.6% |
| 7D | -25.9% | -25.3% | -0.6% | -24.8% |
| 30D | -15.1% | -34.5% | +19.4% | -13.5% |
| 3M | +4.9% | -3.4% | +8.2% | +4.2% |
| 6M | +6.1% | +12.4% | -6.3% | +2.9% |
| YTD | +63.4% | -45.1% | +108.6% | +65.4% |
| 1Y | +72.5% | -45.7% | +118.1% | +73.1% |
| All | -22.7% | +103.5% | -126.2% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling