+530.1%
SMTC vs FIVN
+118.5%
+411.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.7% |
| 7D | +13.1% | -7.8% | +20.9% | +15.3% |
| 30D | +19.5% | -1.7% | +21.2% | +18.9% |
| 3M | +2.2% | +47.2% | -44.9% | -12.0% |
| 6M | +94.9% | +82.7% | +12.2% | +51.9% |
| YTD | +127.0% | +52.9% | +74.0% | +84.4% |
| 1Y | +174.6% | +17.5% | +157.1% | +140.7% |
| 3Y | +615.9% | -55.8% | +671.7% | +718.5% |
| 5Y | +125.6% | -82.3% | +207.9% | +221.2% |
| All | +530.1% | +118.5% | +411.6% | +307.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling