+1,682.3%
NOK vs SMTC
+49,460.4%
-47,778.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.0% | -3.8% | +3.3% |
| 7D | +7.3% | +22.9% | -15.7% | +1.0% |
| 30D | +13.8% | +16.6% | -2.9% | +8.1% |
| 3M | -27.0% | +2.4% | -29.4% | -28.3% |
| 6M | +37.6% | +98.3% | -60.7% | +11.4% |
| YTD | +64.6% | +120.7% | -56.1% | +28.7% |
| 1Y | +132.0% | +168.3% | -36.2% | +69.6% |
| 3Y | +183.7% | +571.7% | -388.0% | +32.5% |
| 5Y | +101.3% | +114.0% | -12.7% | +25.4% |
| 10Y | +122.4% | +497.0% | -374.6% | -8.8% |
| All | +1,682.3% | +49,460.4% | -47,778.1% | +307.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling