+140.9%
NOK vs SMTC
+169.6%
-28.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.1% | -0.3% | +2.7% |
| 7D | +11.0% | +13.1% | -2.1% | +5.6% |
| 30D | +7.8% | +19.5% | -11.6% | -0.8% |
| 3M | -21.0% | +2.2% | -23.3% | -23.9% |
| 6M | +40.9% | +94.9% | -54.0% | +13.5% |
| YTD | +72.0% | +127.0% | -54.9% | +34.7% |
| 1Y | +140.9% | +174.6% | -33.7% | +82.4% |
| All | +140.9% | +169.6% | -28.7% | +82.4% |
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