-48.5%
NVTS vs SMTC
+31.4%
-79.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.6% | -0.4% | -2.3% |
| 7D | +21.6% | +30.5% | -8.8% | +3.7% |
| 30D | -8.5% | -30.9% | +22.4% | +12.6% |
| 3M | -31.4% | -14.7% | -16.7% | -27.6% |
| 6M | -50.3% | -9.6% | -40.8% | -48.5% |
| YTD | +33.9% | +62.1% | -28.2% | +1.6% |
| 1Y | +10.6% | +66.6% | -55.9% | -17.2% |
| 3Y | +52.7% | +718.1% | -665.4% | -69.6% |
| 5Y | -48.5% | +32.8% | -81.3% | -52.3% |
| All | -48.5% | +31.4% | -79.9% | -52.3% |
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