+87.6%
SMH vs SMTC
+169.6%
-82.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | -0.4% |
| 7D | +0.3% | +13.1% | -12.8% | -4.3% |
| 30D | -2.8% | +19.5% | -22.2% | -10.0% |
| 3M | -6.7% | +2.2% | -9.0% | -9.9% |
| 6M | +41.8% | +94.9% | -53.1% | +9.3% |
| YTD | +57.9% | +127.0% | -69.1% | +15.6% |
| 1Y | +87.6% | +174.6% | -86.9% | +34.7% |
| All | +87.6% | +169.6% | -82.0% | +34.7% |
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