+72.2%
SMTC vs ARWR
+59.7%
+12.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.6% | -16.5% | -13.7% |
| 7D | -24.5% | +2.4% | -26.9% | -25.0% |
| 30D | -42.5% | -1.1% | -41.3% | -42.4% |
| 3M | -14.1% | -31.2% | +17.1% | -6.3% |
| 6M | +3.6% | -19.3% | +22.9% | +7.3% |
| YTD | +50.6% | -7.1% | +57.7% | +48.8% |
| 1Y | +72.2% | +62.9% | +9.4% | +57.0% |
| All | +72.2% | +59.7% | +12.5% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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