+18.8%
NVDL vs SMTC
+169.6%
-150.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.3% | -2.2% |
| 7D | -10.3% | +13.1% | -23.4% | -14.9% |
| 30D | -7.1% | +19.5% | -26.6% | -14.7% |
| 3M | +6.6% | +2.2% | +4.3% | +2.7% |
| 6M | +21.1% | +94.9% | -73.8% | -15.9% |
| YTD | +15.2% | +127.0% | -111.7% | -26.3% |
| 1Y | +18.8% | +174.6% | -155.8% | -28.5% |
| All | +18.8% | +169.6% | -150.8% | -28.5% |
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