+1,534.9%
ASML vs SMTC
+334.8%
+1,200.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.6% |
| 7D | -2.9% | -10.9% | +8.1% | +0.7% |
| 30D | -15.2% | -39.4% | +24.2% | +0.9% |
| 3M | -12.9% | -13.5% | +0.6% | -11.6% |
| 6M | -5.0% | -6.8% | +1.8% | -8.6% |
| YTD | +41.8% | +54.0% | -12.2% | +10.0% |
| 1Y | +46.0% | +50.8% | -4.7% | +13.5% |
| 3Y | +133.5% | +677.3% | -543.9% | -31.9% |
| 5Y | +93.0% | +28.7% | +64.3% | +33.0% |
| 10Y | +1,534.9% | +339.9% | +1,195.0% | +593.5% |
| All | +1,534.9% | +334.8% | +1,200.1% | +593.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling