+37,168.6%
ADI vs SMTC
+69,284.5%
-32,115.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.0% | -9.7% | -2.6% |
| 7D | +2.4% | +22.9% | -20.5% | -3.8% |
| 30D | -6.6% | +16.6% | -23.2% | -11.7% |
| 3M | -9.8% | +2.4% | -12.2% | -12.6% |
| 6M | +15.7% | +98.3% | -82.6% | -9.4% |
| YTD | +35.1% | +120.7% | -85.6% | +1.9% |
| 1Y | +47.7% | +168.3% | -120.6% | +3.9% |
| 3Y | +114.5% | +571.7% | -457.2% | -0.5% |
| 5Y | +141.2% | +114.0% | +27.2% | +51.1% |
| 10Y | +611.3% | +497.0% | +114.3% | +224.9% |
| All | +37,168.6% | +69,284.5% | -32,115.9% | +11,865.0% |
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 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