-75.5%
SMR vs PLTU
-35.4%
-40.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.6% | -17.3% | -16.1% |
| 7D | -11.2% | -8.1% | -3.1% | -9.5% |
| 30D | -10.2% | -7.0% | -3.2% | -9.8% |
| 3M | -10.0% | +40.0% | -50.0% | -24.3% |
| 6M | -30.5% | -6.0% | -24.5% | -34.7% |
| YTD | -39.2% | -37.1% | -2.2% | -36.4% |
| 1Y | -75.5% | -33.1% | -42.4% | -75.4% |
| All | -75.5% | -35.4% | -40.1% | -75.4% |
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