+10.6%
IBKR vs SMTC
+70.8%
-60.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -12.9% | +13.5% | +2.8% |
| 7D | -6.8% | -24.5% | +17.7% | -2.3% |
| 30D | -12.5% | -42.5% | +29.9% | -4.5% |
| 3M | -12.0% | -14.1% | +2.0% | -11.8% |
| 6M | -4.5% | +3.6% | -8.1% | -13.3% |
| YTD | +21.5% | +50.6% | -29.1% | -4.5% |
| 1Y | +10.6% | +72.2% | -61.6% | -19.1% |
| All | +10.6% | +70.8% | -60.2% | -19.1% |
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