+54.7%
SMTC vs AS
+8.1%
+46.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.1% | +9.7% | +12.2% |
| 7D | -4.8% | +5.8% | -10.7% | -5.8% |
| 30D | -37.8% | +15.4% | -53.2% | -39.8% |
| 3M | -16.5% | -11.9% | -4.6% | -12.9% |
| 6M | -4.4% | -9.9% | +5.5% | -2.0% |
| YTD | +58.0% | -13.1% | +71.1% | +57.7% |
| All | +54.7% | +8.1% | +46.7% | +47.5% |
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