+72.2%
SMTC vs EXPD
+53.8%
+18.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.2% | -9.7% | -11.7% |
| 7D | -24.5% | +0.3% | -24.8% | -24.3% |
| 30D | -42.5% | +1.8% | -44.3% | -42.7% |
| 3M | -14.1% | +8.9% | -23.0% | -16.6% |
| 6M | +3.6% | +42.2% | -38.6% | -8.0% |
| YTD | +50.6% | +33.4% | +17.2% | +28.7% |
| 1Y | +72.2% | +47.2% | +25.1% | +35.7% |
| All | +72.2% | +53.8% | +18.5% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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