-2.7%
SMCI vs SMTC
+154.8%
-157.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +9.2% | -4.7% | +0.2% |
| 7D | +6.8% | +12.7% | -6.0% | +0.8% |
| 30D | +30.6% | +22.0% | +8.6% | +15.7% |
| 3M | -15.6% | -12.7% | -2.9% | -12.5% |
| 6M | +21.3% | +64.8% | -43.5% | -6.5% |
| YTD | +35.3% | +100.7% | -65.4% | -2.7% |
| 1Y | -2.7% | +146.9% | -149.6% | -31.9% |
| All | -2.7% | +154.8% | -157.5% | -31.9% |
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