+47.7%
SMTC vs IRE
-98.3%
+146.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +39.6% | -26.8% | +5.7% |
| 7D | -19.0% | -27.2% | +8.2% | -15.8% |
| 30D | -46.7% | -75.1% | +28.4% | -35.8% |
| 3M | -23.4% | -77.9% | +54.4% | -7.4% |
| 6M | -13.4% | -94.6% | +81.2% | +14.5% |
| YTD | +40.1% | -91.5% | +131.6% | +60.2% |
| 1Y | +47.7% | -97.8% | +145.5% | +97.5% |
| All | +47.7% | -98.3% | +146.0% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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