-42.7%
FIS vs SMTC
+168.8%
-211.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.4% |
| 7D | -9.1% | +22.5% | -31.6% | -7.4% |
| 30D | -10.4% | +24.9% | -35.3% | -8.4% |
| 3M | -3.7% | +4.1% | -7.8% | -1.6% |
| 6M | -24.8% | +92.6% | -117.3% | -24.8% |
| YTD | -41.6% | +122.5% | -164.0% | -42.0% |
| 1Y | -42.7% | +166.2% | -209.0% | -43.6% |
| All | -42.7% | +168.8% | -211.5% | -43.6% |
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