+606.9%
SMTC vs ARWR
+105.6%
+501.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.2% | +11.5% | +12.4% |
| 7D | -19.0% | -2.9% | -16.1% | -18.1% |
| 30D | -46.7% | -5.4% | -41.3% | -45.7% |
| 3M | -23.4% | -32.2% | +8.8% | -14.4% |
| 6M | -13.4% | -26.5% | +13.1% | -6.7% |
| YTD | +40.1% | -12.4% | +52.5% | +42.1% |
| 1Y | +47.7% | +46.9% | +0.8% | +25.3% |
| 3Y | +606.9% | +116.0% | +491.0% | +369.6% |
| All | +606.9% | +105.6% | +501.3% | +369.6% |
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 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