+73.9%
SMTC vs AS
+2.8%
+71.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -2.4% | +12.8% | +10.8% |
| 7D | +12.9% | -3.0% | +15.9% | +13.6% |
| 30D | -25.6% | +9.6% | -35.1% | -27.1% |
| 3M | -4.5% | -8.2% | +3.6% | -2.4% |
| 6M | -8.3% | -9.9% | +1.6% | -7.0% |
| YTD | +69.9% | -16.8% | +86.7% | +71.1% |
| 1Y | +73.9% | +3.0% | +70.9% | +69.3% |
| All | +73.9% | +2.8% | +71.1% | +69.3% |
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