-2.4%
PLTR vs SMH
+38.9%
-41.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.9% | -1.0% |
| 7D | +4.7% | +4.9% | -0.2% | +3.0% |
| 30D | -16.4% | -13.8% | -2.6% | -12.5% |
| 3M | -6.2% | -17.4% | +11.2% | -1.1% |
| 6M | +29.2% | -15.0% | +44.1% | +31.2% |
| YTD | -5.5% | +35.2% | -40.7% | -27.7% |
| 1Y | -2.4% | +41.6% | -44.0% | -28.9% |
| All | -2.4% | +38.9% | -41.3% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling