+92.7%
NXT vs SMTC
+565.9%
-473.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.8% |
| 7D | -0.2% | +22.5% | -22.7% | -4.5% |
| 30D | -20.0% | +24.9% | -44.8% | -24.1% |
| 3M | -30.9% | +4.1% | -35.0% | -32.5% |
| 6M | -23.8% | +92.6% | -116.4% | -34.1% |
| YTD | -5.4% | +122.5% | -127.9% | -20.2% |
| 1Y | +28.0% | +166.2% | -138.2% | +4.9% |
| All | +92.7% | +565.9% | -473.2% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling