-51.1%
FIS vs SMTC
+70.8%
-121.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -12.9% | -10.8% | -24.5% |
| 7D | -18.4% | -24.5% | +6.1% | -20.4% |
| 30D | -11.4% | -42.5% | +31.1% | -15.3% |
| 3M | -32.0% | -14.1% | -17.9% | -32.1% |
| 6M | -35.6% | +3.6% | -39.2% | -36.7% |
| YTD | -53.8% | +50.6% | -104.4% | -55.9% |
| 1Y | -51.1% | +72.2% | -123.3% | -54.2% |
| All | -51.1% | +70.8% | -121.9% | -54.2% |
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