+59.1%
NVTS vs SMTC
+732.3%
-673.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.6% | -0.4% | -2.5% |
| 7D | +21.6% | +30.5% | -8.8% | +5.4% |
| 30D | -8.5% | -30.9% | +22.4% | +10.4% |
| 3M | -31.4% | -14.7% | -16.7% | -27.6% |
| 6M | -50.3% | -9.6% | -40.8% | -48.0% |
| YTD | +33.9% | +62.1% | -28.2% | +9.2% |
| 1Y | +10.6% | +66.6% | -55.9% | -10.6% |
| All | +59.1% | +732.3% | -673.3% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling