+72.2%
SMTC vs FIVN
+55.4%
+16.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.6% | -14.5% | -12.8% |
| 7D | -24.5% | -3.4% | -21.1% | -24.7% |
| 30D | -42.5% | +5.8% | -48.2% | -42.1% |
| 3M | -14.1% | +22.0% | -36.1% | -12.5% |
| 6M | +3.6% | +55.7% | -52.1% | +7.3% |
| YTD | +50.6% | +81.3% | -30.7% | +51.5% |
| 1Y | +72.2% | +58.0% | +14.3% | +77.7% |
| All | +72.2% | +55.4% | +16.8% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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