+699.7%
SMTC vs COO
-24.0%
+723.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.2% |
| 7D | +11.0% | +0.5% | +10.6% | +11.0% |
| 30D | -28.5% | +14.2% | -42.7% | -30.9% |
| 3M | -14.2% | -18.2% | +4.0% | -9.8% |
| 6M | -18.0% | +5.3% | -23.3% | -23.2% |
| YTD | +55.5% | -23.6% | +79.1% | +69.3% |
| 1Y | +69.5% | -12.7% | +82.2% | +72.8% |
| 3Y | +699.7% | -24.2% | +723.8% | +709.4% |
| All | +699.7% | -24.0% | +723.7% | +709.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling