+146.9%
SMTC vs PLTU
-18.5%
+165.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -9.0% | +18.2% | +10.0% |
| 7D | +12.7% | -13.6% | +26.3% | +13.8% |
| 30D | +22.0% | +16.7% | +5.3% | +19.1% |
| 3M | -12.7% | +29.6% | -42.2% | -16.0% |
| 6M | +64.8% | -0.1% | +64.9% | +59.8% |
| YTD | +100.7% | -31.5% | +132.2% | +106.7% |
| 1Y | +146.9% | -19.7% | +166.6% | +156.6% |
| All | +146.9% | -18.5% | +165.4% | +156.6% |
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