+911.9%
NVDA vs SMTC
+116.8%
+795.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | -0.3% | +22.5% | -22.8% | -7.8% |
| 30D | +2.8% | +24.9% | -22.1% | -6.7% |
| 3M | +7.4% | +4.1% | +3.4% | +1.6% |
| 6M | +22.6% | +92.6% | -69.9% | -12.2% |
| YTD | +20.1% | +122.5% | -102.4% | -19.8% |
| 1Y | +31.2% | +166.2% | -135.1% | -20.0% |
| 3Y | +391.7% | +577.2% | -185.4% | +52.4% |
| 5Y | +911.9% | +119.0% | +792.9% | +797.8% |
| All | +911.9% | +116.8% | +795.1% | +797.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling