+26.5%
NDAQ vs SMTC
+66.6%
-40.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.3% | -10.6% | 0.0% |
| 7D | 0.0% | +12.9% | -12.9% | +0.4% |
| 30D | +16.3% | -25.6% | +41.9% | +15.6% |
| 3M | +15.8% | -4.5% | +20.4% | +15.6% |
| 6M | +24.8% | -8.3% | +33.1% | +23.9% |
| YTD | +14.1% | +69.9% | -55.9% | +6.0% |
| 1Y | +26.5% | +73.9% | -47.4% | +16.6% |
| All | +26.5% | +66.6% | -40.1% | +16.6% |
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 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