+745.7%
SMTC vs A
+67.3%
+678.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.1% | +9.7% | +10.6% |
| 7D | -4.8% | +4.8% | -9.6% | -7.3% |
| 30D | -37.8% | +5.6% | -43.5% | -39.6% |
| 3M | -16.5% | +23.6% | -40.1% | -28.0% |
| 6M | -4.4% | +56.4% | -60.8% | -32.0% |
| YTD | +58.0% | +33.4% | +24.6% | +27.0% |
| 1Y | +62.0% | +23.7% | +38.3% | +39.0% |
| 3Y | +745.7% | +71.0% | +674.7% | +626.8% |
| All | +745.7% | +67.3% | +678.4% | +626.8% |
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