+1,660.3%
PLTR vs SMH
+577.7%
+1,082.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | -0.4% |
| 7D | -4.1% | +0.3% | -4.3% | -4.3% |
| 30D | -2.2% | -2.8% | +0.6% | -0.4% |
| 3M | +27.6% | -6.7% | +34.3% | +30.3% |
| 6M | +10.3% | +41.8% | -31.5% | -25.9% |
| YTD | -5.9% | +57.9% | -63.8% | -43.7% |
| 1Y | +1.7% | +87.6% | -85.9% | -48.2% |
| 3Y | +959.1% | +282.9% | +676.2% | +157.1% |
| 5Y | +536.3% | +330.4% | +205.9% | +42.3% |
| All | +1,660.3% | +577.7% | +1,082.6% | +206.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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