+12.7%
QLD vs SMTC
+66.6%
-54.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +10.3% | -5.7% | +1.2% |
| 7D | -1.2% | +12.9% | -14.0% | -5.3% |
| 30D | -15.7% | -25.6% | +9.9% | -8.9% |
| 3M | -10.0% | -4.5% | -5.5% | -12.9% |
| 6M | -11.2% | -8.3% | -2.9% | -14.2% |
| YTD | +16.4% | +69.9% | -53.6% | -13.7% |
| 1Y | +12.7% | +73.9% | -61.2% | -17.9% |
| All | +12.7% | +66.6% | -54.0% | -17.9% |
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