-56.7%
SMR vs PLTU
+154.0%
-210.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.0% | +8.5% | +2.1% |
| 7D | +4.4% | -13.6% | +18.0% | +8.0% |
| 30D | +3.4% | +16.7% | -13.3% | -3.1% |
| 3M | -19.2% | +29.6% | -48.7% | -30.8% |
| 6M | -22.6% | -0.1% | -22.5% | -30.5% |
| YTD | -31.5% | -31.5% | 0.0% | -32.2% |
| 1Y | -73.1% | -19.7% | -53.3% | -75.1% |
| All | -56.7% | +154.0% | -210.7% | -77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling