+1,668.3%
PLTR vs SMTC
+114.5%
+1,553.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.8% |
| 7D | +4.7% | +11.0% | -6.3% | +1.0% |
| 30D | -16.4% | -28.5% | +12.1% | -8.5% |
| 3M | -6.2% | -14.2% | +8.1% | -6.4% |
| 6M | +29.2% | -18.0% | +47.2% | +24.1% |
| YTD | -5.5% | +55.5% | -61.0% | -31.3% |
| 1Y | -2.4% | +69.5% | -71.9% | -31.6% |
| 3Y | +752.3% | +699.7% | +52.7% | +129.4% |
| 5Y | +635.8% | +27.4% | +608.4% | +432.5% |
| All | +1,668.3% | +114.5% | +1,553.8% | +940.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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