+34.7%
NXPI vs SMTC
+26.3%
+8.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +0.5% |
| 7D | +6.8% | +11.0% | -4.3% | +2.9% |
| 30D | +20.0% | -28.5% | +48.5% | +30.4% |
| 3M | +14.8% | -14.2% | +29.0% | +14.5% |
| 6M | -10.5% | -18.0% | +7.5% | -10.9% |
| YTD | +23.7% | +55.5% | -31.8% | -2.4% |
| 1Y | +34.1% | +69.5% | -35.5% | +2.2% |
| 3Y | +51.2% | +699.7% | -648.4% | -50.7% |
| All | +34.7% | +26.3% | +8.4% | +21.2% |
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