+86.3%
SMTC vs PLTU
+131.7%
-45.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.4% |
| 7D | +30.5% | +21.9% | +8.6% | +26.1% |
| 30D | -30.9% | -35.3% | +4.4% | -25.2% |
| 3M | -14.7% | -7.7% | -7.0% | -14.2% |
| 6M | -9.6% | +24.2% | -33.8% | -18.5% |
| YTD | +62.1% | -37.5% | +99.6% | +63.1% |
| 1Y | +66.6% | -43.6% | +110.1% | +70.7% |
| All | +86.3% | +131.7% | -45.4% | +4.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling