+115.3%
ADI vs SMTC
+565.9%
-450.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +2.6% | +22.5% | -19.8% | -2.5% |
| 30D | -4.6% | +24.9% | -29.5% | -10.4% |
| 3M | -9.5% | +4.1% | -13.6% | -12.0% |
| 6M | +14.8% | +92.6% | -77.7% | -4.3% |
| YTD | +35.8% | +122.5% | -86.7% | +8.9% |
| 1Y | +48.9% | +166.2% | -117.3% | +13.6% |
| All | +115.3% | +565.9% | -450.5% | +13.5% |
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