+497.0%
SMTC vs COO
+43.7%
+453.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.7% | +12.7% | +11.4% |
| 7D | +22.9% | -2.3% | +25.2% | +24.2% |
| 30D | +16.6% | -8.8% | +25.5% | +21.5% |
| 3M | +2.4% | +1.3% | +1.1% | -0.8% |
| 6M | +98.3% | -11.6% | +109.8% | +105.7% |
| YTD | +120.7% | -17.4% | +138.1% | +138.4% |
| 1Y | +168.3% | -1.6% | +169.9% | +158.3% |
| 3Y | +571.7% | -22.6% | +594.3% | +623.9% |
| 5Y | +114.0% | -40.3% | +154.3% | +165.9% |
| 10Y | +497.0% | +45.2% | +451.8% | +387.2% |
| All | +497.0% | +43.7% | +453.3% | +387.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling