-85.6%
SMR vs PLTD
-16.1%
-69.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.4% | -6.9% | -3.3% |
| 7D | -9.5% | +14.4% | -24.0% | -3.3% |
| 30D | -33.2% | +8.6% | -41.9% | -30.0% |
| 3M | -45.9% | -9.2% | -36.7% | -47.6% |
| 6M | -57.9% | -29.5% | -28.4% | -61.2% |
| YTD | -63.8% | -20.2% | -43.6% | -62.9% |
| 1Y | -85.6% | -16.5% | -69.1% | -84.1% |
| All | -85.6% | -16.1% | -69.5% | -84.1% |
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