+114.7%
SMTC vs INDA
+4.5%
+110.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.8% | -1.6% |
| 7D | +17.5% | -3.6% | +21.2% | +22.4% |
| 30D | +21.3% | -4.0% | +25.3% | +26.7% |
| 3M | +3.1% | +1.7% | +1.4% | +1.0% |
| 6M | +81.7% | -3.6% | +85.3% | +90.2% |
| YTD | +115.9% | -11.0% | +126.9% | +147.0% |
| 1Y | +157.8% | -9.5% | +167.3% | +188.6% |
| 3Y | +557.3% | +7.6% | +549.7% | +503.4% |
| 5Y | +114.7% | +4.8% | +109.9% | +98.4% |
| All | +114.7% | +4.5% | +110.2% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling