-98.5%
NVD vs SMTC
+345.4%
-443.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.1% | +8.0% | +1.8% |
| 7D | +28.6% | +11.0% | +17.6% | +36.4% |
| 30D | +73.6% | -28.5% | +102.1% | +55.7% |
| 3M | +70.1% | -14.2% | +84.3% | +74.0% |
| 6M | +53.6% | -18.0% | +71.6% | +65.0% |
| YTD | -7.0% | +55.5% | -62.5% | +50.4% |
| 1Y | -9.0% | +69.5% | -78.5% | +57.4% |
| 3Y | -98.3% | +699.7% | -798.0% | -92.4% |
| All | -98.5% | +345.4% | -443.9% | -93.7% |
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