+127.8%
SMTC vs ACI
+32.8%
+95.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -4.1% |
| 7D | +11.0% | +2.3% | +8.8% | +11.1% |
| 30D | -28.5% | +1.2% | -29.7% | -28.4% |
| 3M | -14.2% | +6.8% | -21.0% | -14.1% |
| 6M | -18.0% | -18.7% | +0.7% | -17.2% |
| YTD | +55.5% | -20.2% | +75.7% | +56.8% |
| 1Y | +69.5% | -23.7% | +93.3% | +71.5% |
| 3Y | +699.7% | -31.6% | +731.3% | +707.4% |
| 5Y | +27.4% | -42.8% | +70.2% | +29.2% |
| All | +127.8% | +32.8% | +95.0% | +114.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling