+324.2%
SMH vs SMTC
+112.1%
+212.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | -1.4% |
| 7D | +1.4% | +17.5% | -16.1% | -4.4% |
| 30D | -2.2% | +21.3% | -23.5% | -9.6% |
| 3M | -1.9% | +3.1% | -5.0% | -5.1% |
| 6M | +41.0% | +81.7% | -40.7% | +10.6% |
| YTD | +55.6% | +115.9% | -60.4% | +14.7% |
| 1Y | +86.8% | +157.8% | -71.0% | +28.3% |
| 3Y | +277.7% | +557.3% | -279.6% | +52.6% |
| 5Y | +324.2% | +114.7% | +209.5% | +231.0% |
| All | +324.2% | +112.1% | +212.0% | +231.0% |
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