+62,999.7%
SMTC vs COO
+5,988.7%
+57,011.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.5% | +10.7% | +9.4% |
| 7D | +12.7% | -2.2% | +15.0% | +13.0% |
| 30D | +22.0% | -7.0% | +29.0% | +22.7% |
| 3M | -12.7% | +12.2% | -24.9% | -14.1% |
| 6M | +64.8% | -15.1% | +79.9% | +66.7% |
| YTD | +100.7% | -15.1% | +115.8% | +103.0% |
| 1Y | +146.9% | +2.3% | +144.6% | +144.9% |
| 3Y | +456.8% | -23.7% | +480.5% | +468.1% |
| 5Y | +89.2% | -38.9% | +128.2% | +96.7% |
| 10Y | +426.9% | +49.9% | +376.9% | +414.3% |
| All | +62,999.7% | +5,988.7% | +57,011.0% | +53,737.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling