+479.7%
NDAQ vs SMTC
+382.5%
+97.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.3% | -10.6% | -1.5% |
| 7D | 0.0% | +12.9% | -12.9% | -1.9% |
| 30D | +16.3% | -25.6% | +41.9% | +19.3% |
| 3M | +15.8% | -4.5% | +20.4% | +13.7% |
| 6M | +24.8% | -8.3% | +33.1% | +20.7% |
| YTD | +14.1% | +69.9% | -55.9% | -1.2% |
| 1Y | +26.5% | +73.9% | -47.4% | +8.9% |
| 3Y | +119.1% | +757.7% | -638.5% | +27.9% |
| 5Y | +70.9% | +38.7% | +32.2% | +41.3% |
| 10Y | +479.7% | +376.1% | +103.6% | +246.0% |
| All | +479.7% | +382.5% | +97.2% | +246.0% |
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