+615.9%
SMTC vs FRSH
-46.4%
+662.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.1% |
| 7D | +13.1% | -6.6% | +19.7% | +14.8% |
| 30D | +19.5% | +2.1% | +17.4% | +17.3% |
| 3M | +2.2% | +29.0% | -26.7% | -8.3% |
| 6M | +94.9% | +48.6% | +46.2% | +62.2% |
| YTD | +127.0% | -2.9% | +129.9% | +122.5% |
| 1Y | +174.6% | -7.9% | +182.5% | +173.7% |
| 3Y | +615.9% | -46.5% | +662.4% | +682.5% |
| All | +615.9% | -46.4% | +662.3% | +682.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling