+12.2%
IOT vs SMTC
+154.8%
-142.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.2% | -5.5% | +4.1% |
| 7D | -2.3% | +12.7% | -15.1% | -1.9% |
| 30D | +3.8% | +22.0% | -18.2% | +4.8% |
| 3M | +14.2% | -12.7% | +26.8% | +16.1% |
| 6M | +40.1% | +64.8% | -24.7% | +32.6% |
| YTD | +13.4% | +100.7% | -87.3% | +1.6% |
| 1Y | +12.2% | +146.9% | -134.7% | -2.9% |
| All | +12.2% | +154.8% | -142.6% | -2.9% |
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