+31.2%
INTC vs SMTC
+31.4%
-0.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -0.5% |
| 7D | +17.1% | +30.5% | -13.3% | +7.2% |
| 30D | -40.5% | -30.9% | -9.6% | -32.9% |
| 3M | -39.4% | -14.7% | -24.7% | -36.7% |
| 6M | -49.3% | -9.6% | -39.7% | -47.7% |
| YTD | +65.9% | +62.1% | +3.8% | +47.5% |
| 1Y | +61.5% | +66.6% | -5.1% | +42.4% |
| 3Y | +59.6% | +718.1% | -658.5% | -19.6% |
| 5Y | +31.2% | +32.8% | -1.6% | +20.0% |
| All | +31.2% | +31.4% | -0.2% | +20.0% |
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