-2.7%
SMCI vs PLTU
-18.5%
+15.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -9.0% | +13.6% | +6.0% |
| 7D | +6.8% | -13.6% | +20.4% | +8.8% |
| 30D | +30.6% | +16.7% | +13.9% | +25.7% |
| 3M | -15.6% | +29.6% | -45.2% | -21.4% |
| 6M | +21.3% | -0.1% | +21.4% | +17.4% |
| YTD | +35.3% | -31.5% | +66.8% | +37.4% |
| 1Y | -2.7% | -19.7% | +17.0% | -7.6% |
| All | -2.7% | -18.5% | +15.8% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling