+174.6%
SMTC vs EME
+21.8%
+152.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.3% | +0.8% | +1.4% |
| 7D | +13.1% | +3.5% | +9.6% | +9.9% |
| 30D | +19.5% | -6.3% | +25.8% | +27.4% |
| 3M | +2.2% | -3.8% | +6.0% | +8.6% |
| 6M | +94.9% | +8.5% | +86.4% | +92.3% |
| YTD | +127.0% | +27.8% | +99.1% | +104.3% |
| 1Y | +174.6% | +22.2% | +152.3% | +139.8% |
| All | +174.6% | +21.8% | +152.7% | +139.8% |
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