-37.6%
SMCI vs PLTD
-16.1%
-21.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.4% | -8.1% | -4.9% |
| 7D | -17.3% | +14.4% | -31.8% | -13.6% |
| 30D | -31.5% | +8.6% | -40.1% | -28.9% |
| 3M | -6.6% | -9.2% | +2.6% | -7.5% |
| 6M | +6.0% | -29.5% | +35.5% | +2.7% |
| YTD | +1.1% | -20.2% | +21.3% | +2.3% |
| 1Y | -37.6% | -16.5% | -21.0% | -33.4% |
| All | -37.6% | -16.1% | -21.4% | -33.4% |
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