+116.0%
INTC vs SMTC
+116.8%
-0.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.4% |
| 7D | +18.0% | +22.5% | -4.5% | +11.0% |
| 30D | +8.9% | +24.9% | -15.9% | +1.2% |
| 3M | -1.6% | +4.1% | -5.6% | -3.4% |
| 6M | +133.1% | +92.6% | +40.5% | +94.5% |
| YTD | +187.9% | +122.5% | +65.4% | +132.2% |
| 1Y | +334.7% | +166.2% | +168.5% | +234.5% |
| 3Y | +184.2% | +577.2% | -393.0% | +48.3% |
| 5Y | +116.0% | +119.0% | -3.0% | +64.2% |
| All | +116.0% | +116.8% | -0.8% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling