+980.0%
SMCI vs SMTC
+122.8%
+857.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.1% | +2.2% | +5.2% |
| 7D | +1.3% | +13.1% | -11.8% | -3.7% |
| 30D | +6.6% | +19.5% | -12.8% | -2.3% |
| 3M | +25.4% | +2.2% | +23.2% | +21.6% |
| 6M | +26.1% | +94.9% | -68.7% | -5.0% |
| YTD | +37.0% | +127.0% | -90.0% | -3.6% |
| 1Y | -8.8% | +174.6% | -183.3% | -41.1% |
| 3Y | +44.6% | +615.9% | -571.3% | -48.6% |
| All | +980.0% | +122.8% | +857.2% | +615.6% |
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