+32.4%
PWR vs SMTC
+70.8%
-38.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -12.9% | +1.3% | -7.0% |
| 7D | -4.4% | -24.5% | +20.1% | +5.4% |
| 30D | -15.1% | -42.5% | +27.4% | +2.2% |
| 3M | -16.2% | -14.1% | -2.2% | -14.2% |
| 6M | -23.3% | +3.6% | -27.0% | -27.8% |
| YTD | +37.6% | +50.6% | -13.0% | +10.2% |
| 1Y | +32.4% | +72.2% | -39.8% | +1.0% |
| All | +32.4% | +70.8% | -38.4% | +1.0% |
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