+59.9%
SMTC vs PLTD
-76.4%
+136.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -3.2% | +15.9% | +11.6% |
| 7D | -19.0% | +13.7% | -32.7% | -14.4% |
| 30D | -46.7% | +18.4% | -65.2% | -42.4% |
| 3M | -23.4% | -7.5% | -16.0% | -23.7% |
| 6M | -13.4% | -31.3% | +17.9% | -20.4% |
| YTD | +40.1% | -15.4% | +55.5% | +45.2% |
| 1Y | +47.7% | -18.4% | +66.1% | +53.0% |
| All | +59.9% | -76.4% | +136.3% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling