+72.2%
SMTC vs GAP
+10.4%
+61.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.0% | -20.9% | -13.4% |
| 7D | -24.5% | +8.0% | -32.5% | -24.9% |
| 30D | -42.5% | +2.7% | -45.1% | -42.4% |
| 3M | -14.1% | +16.0% | -30.1% | -16.0% |
| 6M | +3.6% | +2.0% | +1.6% | +5.2% |
| YTD | +50.6% | -4.4% | +55.0% | +54.6% |
| 1Y | +72.2% | +9.2% | +63.1% | +68.2% |
| All | +72.2% | +10.4% | +61.8% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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