+601.8%
SMTC vs FND
-50.0%
+651.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | +22.5% | -0.8% | +23.3% | +22.6% |
| 30D | +24.9% | -19.6% | +44.5% | +35.5% |
| 3M | +4.1% | -4.3% | +8.4% | +2.7% |
| 6M | +92.6% | -20.4% | +113.0% | +105.5% |
| YTD | +122.5% | -21.9% | +144.3% | +135.5% |
| 1Y | +166.2% | -45.2% | +211.4% | +237.0% |
| All | +601.8% | -50.0% | +651.8% | +744.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling