-57.7%
NVTS vs SMTC
-17.9%
-39.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | -3.5% |
| 7D | +3.9% | +11.0% | -7.1% | -3.3% |
| 30D | -4.3% | -28.5% | +24.2% | +18.7% |
| 3M | -34.5% | -14.2% | -20.3% | -33.0% |
| 6M | -57.7% | -18.0% | -39.7% | -57.6% |
| All | -57.7% | -17.9% | -39.8% | -57.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling