-8.8%
SMCI vs PLTD
-25.5%
+16.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.0% |
| 7D | +1.3% | +4.2% | -3.0% | +2.6% |
| 30D | +6.6% | +0.7% | +5.9% | +7.2% |
| 3M | +25.4% | -32.4% | +57.8% | +13.7% |
| 6M | +26.1% | -26.2% | +52.3% | +24.0% |
| YTD | +37.0% | -17.0% | +54.0% | +41.3% |
| 1Y | -8.8% | -26.7% | +17.9% | -5.9% |
| All | -8.8% | -25.5% | +16.7% | -5.9% |
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