+86.8%
SMH vs PLTD
-25.5%
+112.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -2.1% |
| 7D | +1.4% | +9.9% | -8.5% | +2.8% |
| 30D | -2.2% | +3.8% | -6.0% | -1.5% |
| 3M | -1.9% | -32.3% | +30.4% | -5.8% |
| 6M | +41.0% | -25.9% | +66.9% | +39.0% |
| YTD | +55.6% | -16.4% | +72.0% | +61.9% |
| 1Y | +86.8% | -25.2% | +112.0% | +93.8% |
| All | +86.8% | -25.5% | +112.3% | +93.8% |
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