+168.3%
SMTC vs IBB
+45.6%
+122.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.2% | +12.1% | +11.3% |
| 7D | +22.9% | -1.7% | +24.6% | +23.9% |
| 30D | +16.6% | +4.9% | +11.8% | +11.5% |
| 3M | +2.4% | +24.2% | -21.8% | -16.8% |
| 6M | +98.3% | +23.8% | +74.4% | +60.9% |
| YTD | +120.7% | +23.0% | +97.7% | +79.4% |
| 1Y | +168.3% | +46.2% | +122.1% | +94.0% |
| All | +168.3% | +45.6% | +122.6% | +94.0% |
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