-79.2%
SMR vs PLTU
+121.9%
-201.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.2% | +0.9% | -2.1% |
| 7D | -8.3% | +9.0% | -17.3% | -10.6% |
| 30D | -20.1% | -33.0% | +12.9% | -10.6% |
| 3M | -52.7% | -19.0% | -33.7% | -50.9% |
| 6M | -61.0% | +30.4% | -91.4% | -67.8% |
| YTD | -67.1% | -40.2% | -26.9% | -66.5% |
| 1Y | -79.9% | -37.8% | -42.1% | -79.8% |
| All | -79.2% | +121.9% | -201.1% | -88.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling