+227.7%
NXT vs SMTC
+239.8%
-12.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.5% | -2.3% | -4.3% |
| 7D | +4.0% | -10.9% | +14.9% | +5.4% |
| 30D | +15.9% | -39.4% | +55.3% | +26.5% |
| 3M | -3.0% | -13.5% | +10.5% | -2.6% |
| 6M | -20.7% | -6.8% | -13.9% | -21.9% |
| YTD | +14.6% | +54.0% | -39.4% | +2.5% |
| 1Y | -7.1% | +50.8% | -57.9% | -16.6% |
| 3Y | +189.4% | +677.3% | -487.9% | +65.8% |
| All | +227.7% | +239.8% | -12.1% | +117.6% |
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 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