+328.7%
SMTC vs FND
+66.0%
+262.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +8.5% |
| 7D | +12.7% | -5.2% | +18.0% | +15.1% |
| 30D | +22.0% | -19.9% | +41.8% | +32.5% |
| 3M | -12.7% | +2.7% | -15.4% | -15.6% |
| 6M | +64.8% | -21.7% | +86.5% | +76.8% |
| YTD | +100.7% | -17.5% | +118.2% | +108.4% |
| 1Y | +146.9% | -39.3% | +186.2% | +189.0% |
| 3Y | +456.8% | -49.8% | +506.6% | +588.3% |
| 5Y | +89.2% | -60.1% | +149.3% | +142.4% |
| All | +328.7% | +66.0% | +262.6% | +233.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling