+547.1%
SMTC vs FIVN
+292.8%
+254.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -6.1% | +16.1% | +11.5% |
| 7D | +22.9% | -8.2% | +31.2% | +25.3% |
| 30D | +16.6% | -8.1% | +24.8% | +18.0% |
| 3M | +2.4% | +34.9% | -32.5% | -8.4% |
| 6M | +98.3% | +72.6% | +25.6% | +61.2% |
| YTD | +120.7% | +55.8% | +64.9% | +82.4% |
| 1Y | +168.3% | +17.1% | +151.1% | +138.4% |
| 3Y | +571.7% | -54.3% | +626.0% | +647.2% |
| 5Y | +114.0% | -81.6% | +195.6% | +184.8% |
| 10Y | +497.0% | +109.2% | +387.8% | +339.6% |
| All | +547.1% | +292.8% | +254.3% | +314.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling