+69.5%
SMTC vs GEN
+14.8%
+54.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.4% | -6.5% | -3.2% |
| 7D | +11.0% | +2.0% | +9.0% | +11.8% |
| 30D | -28.5% | +27.7% | -56.2% | -21.5% |
| 3M | -14.2% | +3.3% | -17.5% | -11.0% |
| 6M | -18.0% | +31.8% | -49.8% | -12.8% |
| YTD | +55.5% | +13.5% | +42.0% | +55.3% |
| 1Y | +69.5% | +16.0% | +53.5% | +70.0% |
| All | +69.5% | +14.8% | +54.7% | +70.0% |
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