+151.2%
ADI vs SMTC
+772.6%
-621.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +10.3% | -6.3% | +1.4% |
| 7D | +0.7% | +12.9% | -12.2% | -2.6% |
| 30D | +0.7% | -25.6% | +26.3% | +7.1% |
| 3M | +6.5% | -4.5% | +11.0% | +5.0% |
| 6M | -2.7% | -8.3% | +5.6% | -4.3% |
| YTD | +52.2% | +69.9% | -17.7% | +27.6% |
| 1Y | +77.5% | +73.9% | +3.5% | +47.5% |
| All | +151.2% | +772.6% | -621.4% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling