+41.6%
SMH vs PLTU
-44.3%
+85.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.2% | -2.6% |
| 7D | +4.9% | +9.0% | -4.1% | +4.1% |
| 30D | -13.8% | -33.0% | +19.2% | -11.5% |
| 3M | -17.4% | -19.0% | +1.6% | -16.2% |
| 6M | -15.0% | +30.4% | -45.4% | -17.2% |
| YTD | +35.2% | -40.2% | +75.3% | +42.0% |
| 1Y | +41.6% | -37.8% | +79.4% | +44.3% |
| All | +41.6% | -44.3% | +85.9% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling