+72.2%
SMTC vs ACI
-18.4%
+90.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.5% | -16.5% | -11.2% |
| 7D | -24.5% | +4.5% | -29.0% | -22.5% |
| 30D | -42.5% | +20.9% | -63.3% | -37.1% |
| 3M | -14.1% | +15.2% | -29.3% | -7.4% |
| 6M | +3.6% | -13.3% | +16.9% | +3.8% |
| YTD | +50.6% | -16.2% | +66.8% | +50.7% |
| 1Y | +72.2% | -16.9% | +89.1% | +69.4% |
| All | +72.2% | -18.4% | +90.7% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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