-54.4%
SMR vs PLTU
+129.7%
-184.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.4% | -1.2% | -4.3% |
| 7D | +4.7% | -17.7% | +22.4% | +10.5% |
| 30D | +3.2% | -12.5% | +15.8% | +5.9% |
| 3M | +9.9% | +39.5% | -29.6% | -9.2% |
| 6M | -15.1% | -7.0% | -8.2% | -22.2% |
| YTD | -27.9% | -38.1% | +10.1% | -26.6% |
| 1Y | -70.2% | -36.0% | -34.2% | -70.5% |
| All | -54.4% | +129.7% | -184.1% | -75.6% |
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