+601.8%
SMTC vs IBN
+25.8%
+576.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.5% |
| 7D | +22.5% | -5.1% | +27.6% | +24.9% |
| 30D | +24.9% | -3.5% | +28.4% | +26.4% |
| 3M | +4.1% | +11.3% | -7.2% | -1.2% |
| 6M | +92.6% | +4.4% | +88.1% | +87.5% |
| YTD | +122.5% | -1.8% | +124.3% | +121.1% |
| 1Y | +166.2% | -8.0% | +174.2% | +169.3% |
| All | +601.8% | +25.8% | +576.0% | +504.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling