+135.1%
ADI vs SMTC
+116.8%
+18.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +2.6% | +22.5% | -19.8% | -3.2% |
| 30D | -4.6% | +24.9% | -29.5% | -11.2% |
| 3M | -9.5% | +4.1% | -13.6% | -12.4% |
| 6M | +14.8% | +92.6% | -77.7% | -7.6% |
| YTD | +35.8% | +122.5% | -86.7% | +4.4% |
| 1Y | +48.9% | +166.2% | -117.3% | +7.7% |
| 3Y | +115.6% | +577.2% | -461.6% | -0.8% |
| 5Y | +135.1% | +119.0% | +16.1% | +75.6% |
| All | +135.1% | +116.8% | +18.3% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling