+427.0%
SMTC vs IBB
+560.8%
-133.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.9% | +10.1% | +10.0% |
| 7D | +12.7% | +1.4% | +11.3% | +11.3% |
| 30D | +22.0% | +10.5% | +11.5% | +11.0% |
| 3M | -12.7% | +23.6% | -36.3% | -28.3% |
| 6M | +64.8% | +22.6% | +42.2% | +36.6% |
| YTD | +100.7% | +25.7% | +75.0% | +62.5% |
| 1Y | +146.9% | +51.4% | +95.5% | +69.8% |
| 3Y | +456.8% | +64.4% | +392.4% | +271.3% |
| 5Y | +89.2% | +22.1% | +67.1% | +61.6% |
| 10Y | +426.9% | +132.5% | +294.4% | +169.5% |
| All | +427.0% | +560.8% | -133.8% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling