+215.6%
SMH vs SMTC
+698.5%
-482.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -1.7% |
| 7D | +4.9% | +11.0% | -6.1% | +1.3% |
| 30D | -13.8% | -28.5% | +14.7% | -5.4% |
| 3M | -17.4% | -14.2% | -3.2% | -15.8% |
| 6M | -15.0% | -18.0% | +3.0% | -13.1% |
| YTD | +35.2% | +55.5% | -20.3% | +13.1% |
| 1Y | +41.6% | +69.5% | -27.9% | +15.4% |
| 3Y | +215.6% | +699.7% | -484.0% | +55.2% |
| All | +215.6% | +698.5% | -482.9% | +55.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling