+72.2%
SMTC vs COMP
+23.8%
+48.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +7.7% | -20.6% | -13.9% |
| 7D | -24.5% | +9.5% | -34.0% | -25.5% |
| 30D | -42.5% | +8.1% | -50.5% | -43.3% |
| 3M | -14.1% | -16.3% | +2.2% | -12.3% |
| 6M | +3.6% | +42.2% | -38.6% | -9.6% |
| YTD | +50.6% | -5.0% | +55.6% | +42.6% |
| 1Y | +72.2% | +20.1% | +52.1% | +52.5% |
| All | +72.2% | +23.8% | +48.4% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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