+96.2%
SMH vs PLTD
-33.9%
+130.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +3.3% |
| 7D | +2.5% | +5.9% | -3.4% | +3.5% |
| 30D | -0.5% | -11.6% | +11.1% | -2.1% |
| 3M | -9.6% | -29.9% | +20.3% | -12.3% |
| 6M | +42.1% | -28.5% | +70.6% | +39.5% |
| YTD | +57.4% | -20.4% | +77.8% | +62.3% |
| 1Y | +96.2% | -33.3% | +129.5% | +100.7% |
| All | +96.2% | -33.9% | +130.1% | +100.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling