-2.4%
SMCI vs PLTU
+129.7%
-132.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | -3.0% |
| 7D | -1.3% | -17.7% | +16.4% | +3.0% |
| 30D | +18.3% | -12.5% | +30.8% | +20.4% |
| 3M | +27.7% | +39.5% | -11.8% | +9.5% |
| 6M | +17.6% | -7.0% | +24.6% | +11.0% |
| YTD | +27.7% | -38.1% | +65.8% | +29.5% |
| 1Y | -14.9% | -36.0% | +21.1% | -16.8% |
| All | -2.4% | +129.7% | -132.1% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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