+4.4%
SMCI vs PLTD
-77.8%
+82.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.1% | +6.7% |
| 7D | +6.8% | +5.9% | +0.8% | +9.8% |
| 30D | +30.6% | -11.6% | +42.2% | +24.0% |
| 3M | -15.6% | -29.9% | +14.4% | -25.1% |
| 6M | +21.3% | -28.5% | +49.8% | +13.1% |
| YTD | +35.3% | -20.4% | +55.7% | +34.8% |
| 1Y | -2.7% | -33.3% | +30.5% | -9.1% |
| All | +4.4% | -77.8% | +82.2% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling