+46.0%
ON vs SMTC
+168.8%
-122.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.5% |
| 7D | -1.9% | +22.5% | -24.4% | -11.2% |
| 30D | -11.0% | +24.9% | -35.9% | -21.2% |
| 3M | -39.3% | +4.1% | -43.4% | -41.3% |
| 6M | +19.8% | +92.6% | -72.7% | -6.7% |
| YTD | +31.1% | +122.5% | -91.4% | -1.7% |
| 1Y | +46.0% | +166.2% | -120.2% | +8.9% |
| All | +46.0% | +168.8% | -122.8% | +8.9% |
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