+67.2%
QLD vs SMTC
+13.5%
+53.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +12.7% | -10.2% | -2.3% |
| 7D | -10.3% | -19.0% | +8.7% | -3.7% |
| 30D | -26.1% | -46.7% | +20.7% | -7.7% |
| 3M | -17.8% | -23.4% | +5.7% | -13.3% |
| 6M | -15.6% | -13.4% | -2.2% | -17.5% |
| YTD | +5.4% | +40.1% | -34.7% | -16.9% |
| 1Y | +5.2% | +47.7% | -42.4% | -19.1% |
| 3Y | +139.4% | +606.9% | -467.5% | -30.4% |
| All | +67.2% | +13.5% | +53.7% | +84.5% |
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