-5.0%
NXT vs SMTC
+66.6%
-71.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.3% | -9.6% | -2.2% |
| 7D | -5.7% | +12.9% | -18.6% | -9.7% |
| 30D | +18.5% | -25.6% | +44.1% | +27.6% |
| 3M | -4.1% | -4.5% | +0.5% | -7.6% |
| 6M | -20.3% | -8.3% | -12.0% | -23.6% |
| YTD | +15.5% | +69.9% | -54.5% | -17.4% |
| 1Y | -5.0% | +73.9% | -78.9% | -32.6% |
| All | -5.0% | +66.6% | -71.6% | -32.6% |
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 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