-10.8%
MDLN vs SMTC
+106.5%
-117.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.2% | -9.2% | +0.3% |
| 7D | +3.7% | +12.7% | -9.0% | +4.1% |
| 30D | -0.2% | +22.0% | -22.2% | +0.8% |
| 3M | +6.2% | -12.7% | +18.9% | +6.6% |
| 6M | -14.7% | +64.8% | -79.4% | -18.1% |
| YTD | -12.9% | +100.7% | -113.6% | -14.2% |
| All | -10.8% | +106.5% | -117.3% | -11.2% |
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