+90.8%
SMTC vs ARWR
+28.5%
+62.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.9% |
| 6M | +64.8% | +32.6% | +32.2% | +49.6% |
| YTD | +100.7% | +30.0% | +70.6% | +82.7% |
| 1Y | +146.9% | +208.4% | -61.5% | +69.4% |
| 3Y | +456.8% | +208.8% | +248.0% | +242.1% |
| All | +90.8% | +28.5% | +62.3% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling