-48.4%
SMR vs PLTD
-77.3%
+28.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.3% | +12.9% | +16.6% |
| 7D | +21.4% | +4.5% | +16.9% | +24.5% |
| 30D | +13.8% | -0.7% | +14.6% | +13.8% |
| 3M | +3.9% | -31.0% | +35.0% | -12.5% |
| 6M | -4.2% | -24.8% | +20.6% | -10.7% |
| YTD | -21.1% | -18.6% | -2.5% | -20.3% |
| 1Y | -67.1% | -31.8% | -35.3% | -68.6% |
| All | -48.4% | -77.3% | +28.9% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling