+132.5%
SMH vs PLTU
+154.0%
-21.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.0% | +11.6% | +3.7% |
| 7D | +2.5% | -13.6% | +16.1% | +4.0% |
| 30D | -0.5% | +16.7% | -17.1% | -3.1% |
| 3M | -9.6% | +29.6% | -39.2% | -14.9% |
| 6M | +42.1% | -0.1% | +42.2% | +35.5% |
| YTD | +57.4% | -31.5% | +89.0% | +56.7% |
| 1Y | +96.2% | -19.7% | +116.0% | +86.9% |
| All | +132.5% | +154.0% | -21.6% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling