+601.8%
SMTC vs FIVN
-55.7%
+657.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.3% |
| 7D | +22.5% | -9.6% | +32.1% | +24.5% |
| 30D | +24.9% | -11.9% | +36.8% | +27.1% |
| 3M | +4.1% | +40.1% | -36.0% | -6.4% |
| 6M | +92.6% | +68.3% | +24.2% | +58.6% |
| YTD | +122.5% | +51.5% | +71.0% | +87.5% |
| 1Y | +166.2% | +15.1% | +151.1% | +146.0% |
| All | +601.8% | -55.7% | +657.5% | +700.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling