+119.0%
SMTC vs FND
-61.3%
+180.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +36.0% |
| 3M | +4.1% | -4.3% | +8.4% | +3.1% |
| 6M | +92.6% | -20.4% | +113.0% | +105.4% |
| YTD | +122.5% | -21.9% | +144.3% | +136.1% |
| 1Y | +166.2% | -45.2% | +211.4% | +232.1% |
| 3Y | +577.2% | -49.2% | +626.4% | +739.6% |
| 5Y | +119.0% | -61.8% | +180.8% | +200.1% |
| All | +119.0% | -61.3% | +180.2% | +200.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling