+50.8%
SMTC vs GEN
+18.5%
+32.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.3% |
| 7D | -10.9% | +1.0% | -11.9% | -10.3% |
| 30D | -39.4% | +29.1% | -68.5% | -33.3% |
| 3M | -13.5% | +2.9% | -16.5% | -10.4% |
| 6M | -6.8% | +33.6% | -40.4% | -1.7% |
| YTD | +54.0% | +12.0% | +42.0% | +51.2% |
| 1Y | +50.8% | +16.2% | +34.6% | +50.5% |
| All | +50.8% | +18.5% | +32.3% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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