+72.2%
SMTC vs EAT
+109.8%
-37.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.3% | -19.2% | -13.7% |
| 7D | -24.5% | -0.1% | -24.4% | -24.4% |
| 30D | -42.5% | +13.5% | -56.0% | -43.6% |
| 3M | -14.1% | +1.0% | -15.1% | -14.6% |
| 6M | +3.6% | +57.3% | -53.7% | -9.1% |
| YTD | +50.6% | +53.6% | -3.0% | +32.0% |
| 1Y | +72.2% | +110.8% | -38.6% | +40.1% |
| All | +72.2% | +109.8% | -37.6% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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