+488.5%
NDAQ vs SMTC
+333.2%
+155.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.3% |
| 7D | +1.3% | +11.0% | -9.8% | -0.2% |
| 30D | +18.0% | -28.5% | +46.5% | +21.5% |
| 3M | +11.5% | -14.2% | +25.7% | +10.9% |
| 6M | +21.1% | -18.0% | +39.1% | +18.7% |
| YTD | +12.8% | +55.5% | -42.7% | -1.2% |
| 1Y | +25.7% | +69.5% | -43.8% | +8.3% |
| 3Y | +116.8% | +699.7% | -582.8% | +27.5% |
| 5Y | +67.3% | +27.4% | +39.8% | +39.6% |
| All | +488.5% | +333.2% | +155.2% | +261.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling