+146.9%
SMTC vs IDXX
-16.0%
+162.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.2% | +8.1% | +9.2% |
| 7D | +12.7% | -3.5% | +16.3% | +12.6% |
| 30D | +22.0% | -8.4% | +30.4% | +22.2% |
| 3M | -12.7% | -5.2% | -7.5% | -12.4% |
| 6M | +64.8% | -17.5% | +82.2% | +71.4% |
| YTD | +100.7% | -20.9% | +121.6% | +111.0% |
| 1Y | +146.9% | -16.4% | +163.3% | +159.5% |
| All | +146.9% | -16.0% | +162.9% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling