+50.6%
LYB vs SMTC
+70.8%
-20.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -12.9% | +8.2% | -5.6% |
| 7D | -6.2% | -24.5% | +18.3% | -7.9% |
| 30D | +6.3% | -42.5% | +48.8% | +2.7% |
| 3M | +4.1% | -14.1% | +18.2% | +4.0% |
| 6M | -15.5% | +3.6% | -19.1% | -10.5% |
| YTD | +50.2% | +50.6% | -0.3% | +69.7% |
| 1Y | +50.6% | +72.2% | -21.6% | +74.2% |
| All | +50.6% | +70.8% | -20.2% | +74.2% |
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