+1,817.6%
SMH vs SMTC
+548.2%
+1,269.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | -0.6% |
| 7D | +0.3% | +13.1% | -12.8% | -4.8% |
| 30D | -2.8% | +19.5% | -22.2% | -10.8% |
| 3M | -6.7% | +2.2% | -9.0% | -10.2% |
| 6M | +41.8% | +94.9% | -53.1% | +2.9% |
| YTD | +57.9% | +127.0% | -69.1% | +7.0% |
| 1Y | +87.6% | +174.6% | -86.9% | +16.0% |
| 3Y | +282.9% | +615.9% | -333.0% | +21.5% |
| 5Y | +330.4% | +125.6% | +204.8% | +138.6% |
| All | +1,817.6% | +548.2% | +1,269.4% | +539.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling