-74.9%
SMR vs PLTD
-77.7%
+2.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -5.5% | +12.6% | +3.8% |
| 7D | +1.7% | +4.2% | -2.6% | +5.8% |
| 30D | -24.4% | +20.8% | -45.3% | -13.5% |
| 3M | -44.6% | -2.6% | -42.0% | -43.8% |
| 6M | -56.7% | -33.1% | -23.6% | -62.7% |
| YTD | -61.6% | -20.0% | -41.6% | -60.6% |
| 1Y | -82.1% | -21.6% | -60.4% | -81.4% |
| All | -74.9% | -77.7% | +2.8% | -86.1% |
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 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