+46,480.0%
SMTC vs ARWR
-98.3%
+46,578.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -15.3% | +28.2% | +13.0% |
| 7D | -4.8% | -17.3% | +12.5% | -4.7% |
| 30D | -37.8% | -21.5% | -16.3% | -37.7% |
| 3M | -16.5% | -43.8% | +27.3% | -16.1% |
| 6M | -4.4% | -32.3% | +27.9% | -4.1% |
| YTD | +58.0% | -25.8% | +83.9% | +58.3% |
| 1Y | +62.0% | +25.5% | +36.5% | +61.6% |
| 3Y | +745.7% | +84.1% | +661.5% | +739.6% |
| 5Y | +29.0% | -39.2% | +68.3% | +28.7% |
| 10Y | +351.4% | +1,072.4% | -721.0% | +344.5% |
| All | +46,480.0% | -98.3% | +46,578.3% | +41,061.4% |
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