+232.7%
LITE vs SMTC
+70.8%
+161.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -12.9% | +5.1% | +2.7% |
| 7D | -31.4% | -24.5% | -6.9% | -14.0% |
| 30D | -42.6% | -42.5% | -0.1% | -10.4% |
| 3M | -26.2% | -14.1% | -12.1% | -18.8% |
| 6M | -35.8% | +3.6% | -39.4% | -42.3% |
| YTD | +70.0% | +50.6% | +19.5% | 0.0% |
| 1Y | +232.7% | +72.2% | +160.5% | +59.9% |
| All | +232.7% | +70.8% | +161.9% | +59.9% |
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