+530.1%
SMTC vs IBN
+324.2%
+205.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +4.4% |
| 7D | +13.1% | -3.0% | +16.1% | +14.3% |
| 30D | +19.5% | -1.5% | +21.0% | +20.0% |
| 3M | +2.2% | +7.9% | -5.7% | -1.1% |
| 6M | +94.9% | +8.6% | +86.2% | +88.3% |
| YTD | +127.0% | -0.6% | +127.5% | +126.8% |
| 1Y | +174.6% | -7.3% | +181.9% | +180.7% |
| 3Y | +615.9% | +26.2% | +589.7% | +541.4% |
| 5Y | +125.6% | +57.8% | +67.8% | +84.9% |
| All | +530.1% | +324.2% | +205.9% | +299.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling