+41,184.0%
SMTC vs ARWR
-98.0%
+41,282.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.2% | +11.5% | +12.7% |
| 7D | -19.0% | -2.9% | -16.1% | -18.9% |
| 30D | -46.7% | -5.4% | -41.3% | -46.7% |
| 3M | -23.4% | -32.2% | +8.8% | -23.2% |
| 6M | -13.4% | -26.5% | +13.1% | -13.2% |
| YTD | +40.1% | -12.4% | +52.5% | +40.2% |
| 1Y | +47.7% | +46.9% | +0.8% | +47.1% |
| 3Y | +606.9% | +116.0% | +491.0% | +601.1% |
| 5Y | +14.4% | -28.0% | +42.3% | +14.0% |
| 10Y | +322.5% | +923.9% | -601.5% | +315.8% |
| All | +41,184.0% | -98.0% | +41,282.0% | +36,341.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling