+1,735.1%
PLTR vs SMH
+575.9%
+1,159.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -6.6% |
| 7D | -6.4% | +2.5% | -8.9% | -8.5% |
| 30D | +10.0% | -0.5% | +10.5% | +10.0% |
| 3M | +23.0% | -9.6% | +32.7% | +28.2% |
| 6M | +13.8% | +42.1% | -28.3% | -24.0% |
| YTD | -1.9% | +57.4% | -59.4% | -41.2% |
| 1Y | +11.6% | +96.2% | -84.6% | -45.5% |
| 3Y | +1,048.4% | +267.9% | +780.5% | +189.9% |
| 5Y | +554.4% | +327.7% | +226.7% | +47.1% |
| All | +1,735.1% | +575.9% | +1,159.2% | +220.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling