+1,684.5%
PLTR vs SMTC
+206.9%
+1,477.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | 0.0% | +22.5% | -22.4% | -6.8% |
| 30D | -3.3% | +24.9% | -28.1% | -11.9% |
| 3M | +28.4% | +4.1% | +24.3% | +20.4% |
| 6M | +8.4% | +92.6% | -84.2% | -22.5% |
| YTD | -4.6% | +122.5% | -127.1% | -36.1% |
| 1Y | +4.4% | +166.2% | -161.8% | -35.6% |
| 3Y | +1,020.5% | +577.2% | +443.3% | +255.6% |
| 5Y | +548.8% | +119.0% | +429.8% | +301.2% |
| All | +1,684.5% | +206.9% | +1,477.6% | +867.0% |
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