+620.2%
ADI vs SMTC
+333.2%
+287.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | -1.3% |
| 7D | +9.5% | +11.0% | -1.6% | +5.3% |
| 30D | -1.4% | -28.5% | +27.1% | +9.2% |
| 3M | +4.7% | -14.2% | +18.9% | +6.1% |
| 6M | -7.4% | -18.0% | +10.6% | -7.2% |
| YTD | +48.1% | +55.5% | -7.4% | +14.2% |
| 1Y | +69.6% | +69.5% | +0.1% | +26.0% |
| 3Y | +144.4% | +699.7% | -555.3% | -26.4% |
| 5Y | +134.1% | +27.4% | +106.7% | +61.9% |
| All | +620.2% | +333.2% | +287.0% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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