+616.7%
ADI vs SMTC
+516.8%
+99.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | 0.0% |
| 7D | +1.3% | +17.5% | -16.2% | -4.7% |
| 30D | -6.0% | +21.3% | -27.3% | -13.6% |
| 3M | -7.7% | +3.1% | -10.9% | -11.6% |
| 6M | +14.0% | +81.7% | -67.7% | -13.5% |
| YTD | +34.4% | +115.9% | -81.5% | -5.2% |
| 1Y | +48.0% | +157.8% | -109.9% | -4.0% |
| 3Y | +113.3% | +557.3% | -444.0% | -26.9% |
| 5Y | +131.1% | +114.7% | +16.4% | +30.8% |
| All | +616.7% | +516.8% | +99.9% | +140.8% |
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