+4,344.1%
SMCI vs SMTC
+1,081.1%
+3,262.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.6% |
| 7D | +5.2% | +22.5% | -17.3% | -3.8% |
| 30D | +23.7% | +24.9% | -1.1% | +10.9% |
| 3M | -4.2% | +4.1% | -8.3% | -7.7% |
| 6M | +21.7% | +92.6% | -70.8% | -10.2% |
| YTD | +33.0% | +122.5% | -89.5% | -8.7% |
| 1Y | -9.3% | +166.2% | -175.5% | -43.2% |
| 3Y | +38.7% | +577.2% | -538.4% | -52.5% |
| 5Y | +967.2% | +119.0% | +848.2% | +473.9% |
| 10Y | +1,745.9% | +527.9% | +1,218.0% | +415.0% |
| All | +4,344.1% | +1,081.1% | +3,262.9% | +821.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling