+601.8%
SMTC vs INDA
+8.1%
+593.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.9% |
| 7D | +22.5% | -2.6% | +25.1% | +26.2% |
| 30D | +24.9% | -2.9% | +27.8% | +29.1% |
| 3M | +4.1% | +2.4% | +1.7% | +0.9% |
| 6M | +92.6% | -2.6% | +95.2% | +98.9% |
| YTD | +122.5% | -10.0% | +132.4% | +152.0% |
| 1Y | +166.2% | -7.7% | +173.9% | +191.2% |
| All | +601.8% | +8.1% | +593.7% | +452.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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