+146.9%
SMTC vs IT
-24.5%
+171.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -4.6% | +13.8% | +8.0% |
| 7D | +12.7% | -6.0% | +18.8% | +11.1% |
| 30D | +22.0% | 0.0% | +22.0% | +22.8% |
| 3M | -12.7% | +13.1% | -25.7% | -5.6% |
| 6M | +64.8% | +11.7% | +53.1% | +77.8% |
| YTD | +100.7% | -26.1% | +126.8% | +119.5% |
| 1Y | +146.9% | -21.3% | +168.1% | +169.4% |
| All | +146.9% | -24.5% | +171.4% | +169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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