+11,518.3%
LIN vs SMTC
+44,965.8%
-33,447.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -17.5% | +16.8% | +0.9% |
| 7D | +3.6% | -35.0% | +38.6% | +7.3% |
| 30D | +6.4% | -53.6% | +60.0% | +13.3% |
| 3M | +6.5% | -24.5% | +31.0% | +7.6% |
| 6M | +4.9% | -19.0% | +23.8% | +4.0% |
| YTD | +23.4% | +24.2% | -0.8% | +16.6% |
| 1Y | +26.3% | +35.6% | -9.3% | +17.9% |
| 3Y | +38.0% | +521.9% | -483.9% | +4.4% |
| 5Y | +68.0% | +1.5% | +66.5% | +49.4% |
| 10Y | +437.1% | +274.7% | +162.4% | +314.9% |
| All | +11,518.3% | +44,965.8% | -33,447.5% | +8,150.6% |
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