+978.5%
PLTR vs SMH
+282.1%
+696.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -3.1% |
| 7D | -5.3% | +5.2% | -10.6% | -8.7% |
| 30D | -1.0% | -1.5% | +0.5% | -0.4% |
| 3M | +24.8% | -4.1% | +28.9% | +24.2% |
| 6M | +8.4% | +50.8% | -42.4% | -28.0% |
| YTD | -4.2% | +59.3% | -63.5% | -40.2% |
| 1Y | +9.1% | +94.1% | -85.0% | -42.6% |
| All | +978.5% | +282.1% | +696.4% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling