+153.7%
SMTC vs PLTU
+142.1%
+11.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -4.7% | +14.6% | +10.7% |
| 7D | +22.9% | -11.6% | +34.5% | +24.7% |
| 30D | +16.6% | -4.6% | +21.3% | +16.1% |
| 3M | +2.4% | +33.7% | -31.3% | -7.5% |
| 6M | +98.3% | -9.4% | +107.7% | +87.3% |
| YTD | +120.7% | -34.7% | +155.4% | +119.6% |
| 1Y | +168.3% | -23.2% | +191.5% | +149.3% |
| All | +153.7% | +142.1% | +11.5% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling