+72.2%
SMTC vs AS
+3.3%
+68.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.1% | -18.0% | -13.7% |
| 7D | -24.5% | +13.8% | -38.3% | -26.5% |
| 30D | -42.5% | +16.7% | -59.1% | -44.4% |
| 3M | -14.1% | -11.5% | -2.6% | -11.0% |
| 6M | +3.6% | -5.5% | +9.1% | +2.9% |
| YTD | +50.6% | -14.2% | +64.8% | +50.8% |
| 1Y | +72.2% | +2.1% | +70.2% | +67.5% |
| All | +72.2% | +3.3% | +68.9% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling