+170.4%
NXT vs SMTC
+390.8%
-220.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.8% |
| 7D | -0.2% | +22.5% | -22.7% | -4.4% |
| 30D | -20.0% | +24.9% | -44.8% | -24.0% |
| 3M | -30.9% | +4.1% | -35.0% | -32.4% |
| 6M | -23.8% | +92.6% | -116.4% | -34.0% |
| YTD | -5.4% | +122.5% | -127.9% | -20.1% |
| 1Y | +28.0% | +166.2% | -138.2% | +5.0% |
| 3Y | +93.3% | +577.2% | -483.8% | +15.4% |
| All | +170.4% | +390.8% | -220.4% | +69.7% |
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