-37.1%
FIS vs SMTC
+154.8%
-191.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.2% | -10.1% | -0.2% |
| 7D | +1.1% | +12.7% | -11.7% | +2.1% |
| 30D | -2.2% | +22.0% | -24.2% | -0.4% |
| 3M | +2.1% | -12.7% | +14.8% | +3.4% |
| 6M | -14.7% | +64.8% | -79.4% | -15.4% |
| YTD | -35.7% | +100.7% | -136.4% | -36.8% |
| 1Y | -37.1% | +146.9% | -183.9% | -38.6% |
| All | -37.1% | +154.8% | -191.8% | -38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling