-30.1%
SMTC vs INIO
-55.1%
+25.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -19.5% | +6.6% | +1.0% |
| 7D | -24.5% | -19.7% | -4.8% | -12.4% |
| 30D | -42.5% | -22.3% | -20.1% | -32.2% |
| 3M | -14.1% | -46.1% | +32.0% | +33.6% |
| All | -30.1% | -55.1% | +25.0% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling