+72.2%
SMTC vs IBB
+42.2%
+30.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.6% | -15.5% | -14.0% |
| 7D | -24.5% | +2.2% | -26.7% | -25.2% |
| 30D | -42.5% | +6.3% | -48.8% | -44.0% |
| 3M | -14.1% | +16.3% | -30.4% | -22.6% |
| 6M | +3.6% | +30.0% | -26.4% | -16.6% |
| YTD | +50.6% | +31.1% | +19.4% | +19.1% |
| 1Y | +72.2% | +42.0% | +30.3% | +27.7% |
| All | +72.2% | +42.2% | +30.0% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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