+499.7%
SMTC vs ARWR
+197.7%
+302.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.2% | +9.4% | +9.3% |
| 7D | +12.7% | +1.7% | +11.1% | +12.1% |
| 30D | +22.0% | -0.7% | +22.6% | +22.3% |
| 3M | -12.7% | +14.9% | -27.5% | -17.1% |
| 6M | +64.8% | +32.6% | +32.2% | +48.8% |
| YTD | +100.7% | +30.0% | +70.6% | +81.7% |
| 1Y | +146.9% | +208.4% | -61.5% | +64.8% |
| All | +499.7% | +197.7% | +302.0% | +232.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling