+72.2%
SMTC vs FND
-10.3%
+82.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +10.9% | -23.8% | -13.2% |
| 7D | -24.5% | +12.3% | -36.8% | -24.7% |
| 30D | -42.5% | +14.7% | -57.2% | -42.7% |
| 3M | -14.1% | -12.0% | -2.1% | -11.2% |
| 6M | +3.6% | +10.8% | -7.2% | +0.2% |
| YTD | +50.6% | -12.3% | +62.9% | +52.6% |
| 1Y | +72.2% | -13.4% | +85.6% | +74.4% |
| All | +72.2% | -10.3% | +82.5% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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