+146.9%
SMTC vs EME
+19.7%
+127.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +7.7% |
| 7D | +12.7% | +1.9% | +10.9% | +11.1% |
| 30D | +22.0% | -8.3% | +30.2% | +32.3% |
| 3M | -12.7% | -10.7% | -1.9% | -1.8% |
| 6M | +64.8% | +1.9% | +62.9% | +70.3% |
| YTD | +100.7% | +23.5% | +77.2% | +86.4% |
| 1Y | +146.9% | +18.0% | +128.9% | +123.1% |
| All | +146.9% | +19.7% | +127.2% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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