-76.7%
SMR vs PLTU
+124.7%
-201.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.9% |
| 7D | -2.8% | -9.2% | +6.4% | +0.3% |
| 30D | -27.5% | -37.3% | +9.8% | -17.2% |
| 3M | -43.1% | -14.7% | -28.5% | -41.9% |
| 6M | -58.4% | +17.3% | -75.7% | -64.4% |
| YTD | -63.2% | -39.4% | -23.8% | -62.6% |
| 1Y | -81.6% | -50.6% | -31.1% | -80.1% |
| All | -76.7% | +124.7% | -201.4% | -87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling