+267.8%
SMTC vs IBB
+566.2%
-298.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.7% | +11.0% | +11.3% |
| 7D | -19.0% | -1.8% | -17.1% | -17.3% |
| 30D | -46.7% | +5.1% | -51.8% | -48.9% |
| 3M | -23.4% | +10.7% | -34.1% | -30.8% |
| 6M | -13.4% | +22.9% | -36.3% | -29.1% |
| YTD | +40.1% | +26.7% | +13.4% | +12.1% |
| 1Y | +47.7% | +35.1% | +12.6% | +11.6% |
| 3Y | +606.9% | +80.2% | +526.7% | +332.0% |
| 5Y | +14.4% | +37.8% | -23.5% | -12.0% |
| 10Y | +322.5% | +161.2% | +161.3% | +96.7% |
| All | +267.8% | +566.2% | -298.4% | -33.4% |
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