+339.9%
SMTC vs ARWR
+1,055.7%
-715.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.4% |
| 7D | -10.9% | -17.7% | +6.8% | -7.7% |
| 30D | -39.4% | -21.9% | -17.5% | -36.5% |
| 3M | -13.5% | -44.5% | +31.0% | -3.2% |
| 6M | -6.8% | -32.6% | +25.8% | -0.5% |
| YTD | +54.0% | -26.2% | +80.2% | +60.7% |
| 1Y | +50.8% | +23.0% | +27.8% | +40.0% |
| 3Y | +677.3% | +81.8% | +595.6% | +524.6% |
| 5Y | +28.7% | -36.0% | +64.8% | +18.1% |
| 10Y | +339.9% | +1,039.5% | -699.7% | +173.5% |
| All | +339.9% | +1,055.7% | -715.8% | +173.5% |
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