+146.9%
SMTC vs FRSH
-3.3%
+150.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -4.7% | +13.9% | +8.3% |
| 7D | +12.7% | -8.2% | +20.9% | +11.0% |
| 30D | +22.0% | +10.5% | +11.5% | +24.2% |
| 3M | -12.7% | +32.7% | -45.4% | -9.1% |
| 6M | +64.8% | +50.3% | +14.5% | +68.1% |
| YTD | +100.7% | +3.9% | +96.8% | +112.2% |
| 1Y | +146.9% | -2.2% | +149.0% | +138.4% |
| All | +146.9% | -3.3% | +150.2% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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