-50.1%
SMR vs PLTU
+142.1%
-192.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -4.7% | +19.9% | +16.6% |
| 7D | +21.4% | -11.6% | +33.0% | +24.5% |
| 30D | +13.8% | -4.6% | +18.5% | +13.6% |
| 3M | +3.9% | +33.7% | -29.8% | -12.6% |
| 6M | -4.2% | -9.4% | +5.2% | -11.3% |
| YTD | -21.1% | -34.7% | +13.6% | -20.9% |
| 1Y | -67.1% | -23.2% | -43.8% | -69.2% |
| All | -50.1% | +142.1% | -192.2% | -73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling