+9,656.7%
INTC vs SMTC
+50,861.1%
-41,204.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -1.0% |
| 7D | +17.1% | +30.5% | -13.3% | +9.8% |
| 30D | -40.5% | -30.9% | -9.6% | -34.7% |
| 3M | -39.4% | -14.7% | -24.7% | -37.3% |
| 6M | -49.3% | -9.6% | -39.7% | -48.0% |
| YTD | +65.9% | +62.1% | +3.8% | +48.6% |
| 1Y | +61.5% | +66.6% | -5.1% | +43.5% |
| 3Y | +59.6% | +718.1% | -658.5% | -11.3% |
| 5Y | +31.2% | +32.8% | -1.6% | +5.2% |
| 10Y | +116.6% | +354.1% | -237.5% | +28.7% |
| All | +9,656.7% | +50,861.1% | -41,204.4% | +4,215.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling