+157.8%
SMTC vs PLTU
-35.5%
+193.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.4% | -2.6% |
| 7D | +17.5% | -17.7% | +35.3% | +19.3% |
| 30D | +21.3% | -12.5% | +33.8% | +21.9% |
| 3M | +3.1% | +39.5% | -36.3% | -2.5% |
| 6M | +81.7% | -7.0% | +88.7% | +77.0% |
| YTD | +115.9% | -38.1% | +154.0% | +124.6% |
| 1Y | +157.8% | -36.0% | +193.8% | +167.6% |
| All | +157.8% | -35.5% | +193.3% | +167.6% |
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