+6.9%
NXT vs SMTC
+70.8%
-63.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -12.9% | +24.0% | +14.9% |
| 7D | +30.0% | -24.5% | +54.5% | +40.4% |
| 30D | +28.6% | -42.5% | +71.1% | +51.1% |
| 3M | +8.4% | -14.1% | +22.5% | +7.8% |
| 6M | -8.7% | +3.6% | -12.4% | -16.9% |
| YTD | +22.5% | +50.6% | -28.1% | -9.4% |
| 1Y | +6.9% | +72.2% | -65.3% | -26.4% |
| All | +6.9% | +70.8% | -63.9% | -26.4% |
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