+95.3%
SMTC vs PLTU
+134.3%
-39.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +4.3% | +6.1% | +9.5% |
| 7D | +12.9% | -0.9% | +13.8% | +13.5% |
| 30D | -25.6% | -34.7% | +9.1% | -19.7% |
| 3M | -4.5% | -10.8% | +6.2% | -3.5% |
| 6M | -8.3% | +24.1% | -32.3% | -17.3% |
| YTD | +69.9% | -36.8% | +106.8% | +70.6% |
| 1Y | +73.9% | -47.0% | +120.9% | +80.8% |
| All | +95.3% | +134.3% | -39.0% | +9.8% |
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