+826.1%
PLTR vs SMTC
+696.5%
+129.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +12.8% | -7.3% | +2.6% |
| 7D | -5.1% | -4.8% | -0.3% | -4.6% |
| 30D | -19.1% | -37.8% | +18.8% | -11.3% |
| 3M | -1.6% | -16.5% | +14.8% | -1.1% |
| 6M | +22.8% | -4.4% | +27.2% | +14.5% |
| YTD | -4.8% | +58.0% | -62.8% | -24.7% |
| 1Y | -4.9% | +62.0% | -66.9% | -25.4% |
| 3Y | +826.1% | +745.7% | +80.4% | +282.8% |
| All | +826.1% | +696.5% | +129.6% | +282.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling