+571.7%
SMTC vs ACI
-43.5%
+615.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -3.3% | +13.2% | +9.4% |
| 7D | +22.9% | -2.6% | +25.5% | +22.4% |
| 30D | +16.6% | +1.1% | +15.6% | +17.0% |
| 3M | +2.4% | -23.6% | +26.1% | -0.2% |
| 6M | +98.3% | -29.9% | +128.2% | +92.2% |
| YTD | +120.7% | -26.9% | +147.5% | +114.5% |
| 1Y | +168.3% | -34.2% | +202.5% | +159.9% |
| 3Y | +571.7% | -43.6% | +615.3% | +575.1% |
| All | +571.7% | -43.5% | +615.2% | +575.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling