+387.3%
SMTC vs INDA
+115.1%
+272.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.2% |
| 7D | +12.7% | +0.7% | +12.0% | +12.2% |
| 30D | +22.0% | -0.8% | +22.8% | +22.6% |
| 3M | -12.7% | +3.9% | -16.6% | -14.9% |
| 6M | +64.8% | -0.7% | +65.5% | +66.7% |
| YTD | +100.7% | -7.7% | +108.4% | +113.9% |
| 1Y | +146.9% | -5.1% | +152.0% | +157.7% |
| 3Y | +456.8% | +13.6% | +443.2% | +417.7% |
| 5Y | +89.2% | +7.8% | +81.4% | +83.6% |
| 10Y | +426.9% | +84.6% | +342.2% | +266.2% |
| All | +387.3% | +115.1% | +272.1% | +205.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling