-11.2%
MDB vs SMTC
+53.1%
-64.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +4.0% | +1.7% |
| 7D | -1.0% | -10.9% | +9.9% | -0.3% |
| 30D | -14.0% | -39.4% | +25.4% | -11.4% |
| 3M | -20.3% | -13.5% | -6.8% | -20.3% |
| 6M | +10.9% | -6.8% | +17.7% | +6.0% |
| YTD | -20.9% | +54.0% | -74.9% | -33.8% |
| 1Y | -11.2% | +50.8% | -62.0% | -26.1% |
| All | -11.2% | +53.1% | -64.3% | -26.1% |
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