+280.9%
SMTC vs IBN
+1,772.2%
-1,491.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.4% | +10.7% | +10.4% |
| 7D | +12.9% | +11.1% | +1.7% | +9.5% |
| 30D | -25.6% | +23.9% | -49.4% | -30.3% |
| 3M | -4.5% | +16.3% | -20.8% | -9.2% |
| 6M | -8.3% | +34.2% | -42.5% | -16.2% |
| YTD | +69.9% | +17.6% | +52.4% | +61.3% |
| 1Y | +73.9% | +13.8% | +60.1% | +66.4% |
| 3Y | +757.7% | +57.0% | +700.7% | +645.8% |
| 5Y | +38.7% | +75.3% | -36.6% | +17.2% |
| 10Y | +376.1% | +388.7% | -12.5% | +196.0% |
| All | +280.9% | +1,772.2% | -1,491.3% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling