+69.5%
SMTC vs ARWR
+17.3%
+52.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -4.3% |
| 7D | +11.0% | -17.8% | +28.9% | +14.8% |
| 30D | -28.5% | -18.1% | -10.4% | -25.7% |
| 3M | -14.2% | -44.2% | +30.0% | -2.5% |
| 6M | -18.0% | -38.6% | +20.7% | -9.9% |
| YTD | +55.5% | -28.0% | +83.5% | +61.7% |
| 1Y | +69.5% | +16.1% | +53.4% | +65.6% |
| All | +69.5% | +17.3% | +52.2% | +65.6% |
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 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