+41,876.5%
ADI vs SMTC
+53,327.2%
-11,450.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +10.3% | -6.3% | +1.0% |
| 7D | +0.7% | +12.9% | -12.2% | -3.1% |
| 30D | +0.7% | -25.6% | +26.3% | +8.5% |
| 3M | +6.5% | -4.5% | +11.0% | +4.6% |
| 6M | -2.7% | -8.3% | +5.6% | -5.0% |
| YTD | +52.2% | +69.9% | -17.7% | +21.5% |
| 1Y | +77.5% | +73.9% | +3.5% | +40.1% |
| 3Y | +148.8% | +757.7% | -608.9% | +6.9% |
| 5Y | +142.9% | +38.7% | +104.2% | +69.6% |
| 10Y | +653.2% | +376.1% | +277.1% | +260.6% |
| All | +41,876.5% | +53,327.2% | -11,450.7% | +14,161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling