+488.5%
SMTC vs FIVN
+318.5%
+170.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.4% | +11.7% | +9.8% |
| 7D | +12.7% | -2.3% | +15.0% | +13.3% |
| 30D | +22.0% | +12.4% | +9.6% | +16.9% |
| 3M | -12.7% | +36.0% | -48.7% | -21.8% |
| 6M | +64.8% | +86.0% | -21.2% | +31.7% |
| YTD | +100.7% | +65.9% | +34.8% | +63.6% |
| 1Y | +146.9% | +26.5% | +120.4% | +115.6% |
| 3Y | +456.8% | -54.2% | +511.0% | +521.5% |
| 5Y | +89.2% | -80.5% | +169.7% | +148.7% |
| 10Y | +426.9% | +109.6% | +317.2% | +286.3% |
| All | +488.5% | +318.5% | +170.0% | +271.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling