+5.7%
SMCI vs PLTD
-76.9%
+82.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +6.9% |
| 7D | +1.3% | +4.2% | -3.0% | +3.3% |
| 30D | +6.6% | +0.7% | +5.9% | +7.4% |
| 3M | +25.4% | -32.4% | +57.8% | +7.8% |
| 6M | +26.1% | -26.2% | +52.3% | +19.4% |
| YTD | +37.0% | -17.0% | +54.0% | +39.3% |
| 1Y | -8.8% | -26.7% | +17.9% | -10.5% |
| All | +5.7% | -76.9% | +82.6% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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