+364.9%
MXL vs SMTC
+169.6%
+195.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.1% | +2.4% | +3.5% |
| 7D | +18.9% | +13.1% | +5.8% | +7.7% |
| 30D | +0.3% | +19.5% | -19.1% | -14.4% |
| 3M | -8.0% | +2.2% | -10.3% | -9.4% |
| 6M | +341.2% | +94.9% | +246.4% | +184.7% |
| YTD | +327.8% | +127.0% | +200.9% | +151.6% |
| 1Y | +364.9% | +174.6% | +190.3% | +158.4% |
| All | +364.9% | +169.6% | +195.3% | +158.4% |
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