+340.7%
SMTC vs IBN
+385.6%
-44.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.4% | -4.2% |
| 7D | +11.0% | +1.9% | +9.2% | +10.3% |
| 30D | -28.5% | +22.1% | -50.6% | -34.4% |
| 3M | -14.2% | +17.1% | -31.3% | -20.2% |
| 6M | -18.0% | +35.5% | -53.5% | -28.2% |
| YTD | +55.5% | +16.8% | +38.7% | +44.7% |
| 1Y | +69.5% | +12.4% | +57.1% | +60.1% |
| 3Y | +699.7% | +58.0% | +641.6% | +549.0% |
| 5Y | +27.4% | +73.7% | -46.3% | -0.8% |
| All | +340.7% | +385.6% | -44.8% | +162.5% |
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