-85.6%
SMR vs PLTU
-47.9%
-37.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -3.4% |
| 7D | -9.5% | -24.5% | +15.0% | -3.5% |
| 30D | -33.2% | -20.2% | -13.0% | -30.1% |
| 3M | -45.9% | +3.1% | -49.0% | -47.8% |
| 6M | -57.9% | +8.7% | -66.6% | -61.5% |
| YTD | -63.8% | -36.2% | -27.5% | -63.5% |
| 1Y | -85.6% | -47.1% | -38.5% | -84.5% |
| All | -85.6% | -47.9% | -37.7% | -84.5% |
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