+146.9%
SMTC vs ET
+31.4%
+115.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +8.9% | +9.2% |
| 7D | +12.7% | +0.9% | +11.9% | +12.8% |
| 30D | +22.0% | +7.5% | +14.5% | +22.6% |
| 3M | -12.7% | +11.4% | -24.1% | -11.6% |
| 6M | +64.8% | +18.5% | +46.2% | +65.6% |
| YTD | +100.7% | +37.4% | +63.3% | +95.3% |
| 1Y | +146.9% | +30.9% | +116.0% | +136.1% |
| All | +146.9% | +31.4% | +115.5% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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