-1.5%
SMCI vs PLTD
-76.7%
+75.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.3% | -6.2% | -3.0% |
| 7D | -1.3% | +9.9% | -11.2% | +3.0% |
| 30D | +18.3% | +3.8% | +14.5% | +20.6% |
| 3M | +27.7% | -32.3% | +60.0% | +9.8% |
| 6M | +17.6% | -25.9% | +43.4% | +11.4% |
| YTD | +27.7% | -16.4% | +44.1% | +30.2% |
| 1Y | -14.9% | -25.2% | +10.3% | -15.5% |
| All | -1.5% | -76.7% | +75.3% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling