+72.2%
SMTC vs FGI
+38.7%
+33.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -5.0% | -7.9% | -12.8% |
| 7D | -24.5% | +3.3% | -27.8% | -24.5% |
| 30D | -42.5% | -2.0% | -40.4% | -42.4% |
| 3M | -14.1% | +60.3% | -74.4% | -17.5% |
| 6M | +3.6% | +0.7% | +2.9% | +2.7% |
| YTD | +50.6% | +30.2% | +20.4% | +38.3% |
| 1Y | +72.2% | +44.4% | +27.9% | +52.9% |
| All | +72.2% | +38.7% | +33.6% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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