+168.3%
SMTC vs ARWR
+200.0%
-31.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.4% | +11.4% | +10.3% |
| 7D | +22.9% | +2.9% | +20.1% | +22.0% |
| 30D | +16.6% | -2.9% | +19.5% | +17.5% |
| 3M | +2.4% | +15.2% | -12.8% | -1.8% |
| 6M | +98.3% | +42.3% | +56.0% | +79.5% |
| YTD | +120.7% | +28.2% | +92.5% | +104.2% |
| 1Y | +168.3% | +213.2% | -45.0% | +143.1% |
| All | +168.3% | +200.0% | -31.7% | +143.1% |
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