+527.9%
SMTC vs ARWR
+978.7%
-450.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.4% |
| 7D | +22.5% | -3.2% | +25.7% | +23.2% |
| 30D | +24.9% | -6.5% | +31.3% | +26.6% |
| 3M | +4.1% | +12.7% | -8.6% | +0.9% |
| 6M | +92.6% | +36.2% | +56.4% | +79.3% |
| YTD | +122.5% | +24.5% | +98.0% | +110.6% |
| 1Y | +166.2% | +198.0% | -31.8% | +108.2% |
| 3Y | +577.2% | +176.4% | +400.8% | +405.9% |
| 5Y | +119.0% | +26.6% | +92.4% | +78.0% |
| 10Y | +527.9% | +1,054.1% | -526.2% | +265.6% |
| All | +527.9% | +978.7% | -450.8% | +265.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling