+483.2%
SMTC vs AR
+40.7%
+442.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.7% | +9.9% | +9.4% |
| 7D | +12.7% | +2.5% | +10.3% | +11.9% |
| 30D | +22.0% | +14.8% | +7.2% | +16.9% |
| 3M | -12.7% | +6.2% | -18.9% | -14.6% |
| 6M | +64.8% | +4.3% | +60.5% | +59.8% |
| YTD | +100.7% | +14.4% | +86.3% | +86.1% |
| 1Y | +146.9% | +21.3% | +125.6% | +121.4% |
| All | +483.2% | +40.7% | +442.4% | +438.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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