+146.9%
SMTC vs BR
-29.1%
+176.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -3.4% | +12.6% | +7.0% |
| 7D | +12.7% | -5.3% | +18.0% | +9.1% |
| 30D | +22.0% | +6.4% | +15.5% | +27.1% |
| 3M | -12.7% | +13.6% | -26.3% | -2.1% |
| 6M | +64.8% | -6.7% | +71.5% | +76.3% |
| YTD | +100.7% | -21.1% | +121.8% | +108.9% |
| 1Y | +146.9% | -29.6% | +176.4% | +166.2% |
| All | +146.9% | -29.1% | +176.0% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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