+545.1%
PLTR vs SMH
+334.4%
+210.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | 0.0% | +4.3% | -4.3% | -3.7% |
| 30D | -3.3% | +0.9% | -4.1% | -4.5% |
| 3M | +28.4% | -2.8% | +31.2% | +25.9% |
| 6M | +8.4% | +45.6% | -37.2% | -30.6% |
| YTD | -4.6% | +59.5% | -64.1% | -45.2% |
| 1Y | +4.4% | +93.4% | -89.0% | -50.5% |
| 3Y | +1,020.5% | +287.1% | +733.4% | +136.3% |
| All | +545.1% | +334.4% | +210.7% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling