+571.7%
SMTC vs GEN
+57.7%
+514.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.7% | +12.7% | +10.8% |
| 7D | +22.9% | -0.7% | +23.6% | +22.9% |
| 30D | +16.6% | +2.6% | +14.0% | +14.9% |
| 3M | +2.4% | +15.8% | -13.4% | -4.5% |
| 6M | +98.3% | +33.1% | +65.1% | +69.1% |
| YTD | +120.7% | +11.3% | +109.4% | +108.5% |
| 1Y | +168.3% | +1.7% | +166.6% | +167.6% |
| 3Y | +571.7% | +58.1% | +513.6% | +395.5% |
| All | +571.7% | +57.7% | +514.0% | +395.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling