+499.7%
SMTC vs A
+30.8%
+468.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +8.8% |
| 7D | +12.7% | -1.9% | +14.7% | +14.3% |
| 30D | +22.0% | +6.9% | +15.1% | +15.6% |
| 3M | -12.7% | +9.2% | -21.9% | -18.9% |
| 6M | +64.8% | +25.7% | +39.1% | +35.4% |
| YTD | +100.7% | +11.5% | +89.2% | +81.4% |
| 1Y | +146.9% | +18.4% | +128.5% | +109.8% |
| All | +499.7% | +30.8% | +468.9% | +379.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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